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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 | $1,619 | $108,285-98.5% | $77,552-97.9% | $158,982-99.0% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $685 | $1,325-48.3% | $987-30.5% | $4,763-85.6% |
| Participant deferral / active EE | $685 | $2,455-72.1% | $1,861-63.2% | $5,983-88.5% |
| Admin fee / account holder | $37 | $3,709-99.0% | $2,859-98.7% | $11,252-99.7% |