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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 | $1,673 | $153,311-98.9% | $109,313-98.5% | $273,972-99.4% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $365 | $5,619-93.5% | $3,892-90.6% | $4,869-92.5% |
| Participant deferral / active EE | $1,112 | $3,932-71.7% | $3,166-64.9% | $5,287-79.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |