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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $862 | $108,825-99.2% | $156,181-99.4% | $82,448-99.0% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $803 | $2,870-72.0% | $4,294-81.3% | $2,551-68.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |