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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 | $1,169 | $110,248-98.9% | $95,728-98.8% | $139,456-99.2% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 0.00% | 27.16%-27.2pp | 28.40%-28.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $480 | $3,258-85.3% | $2,835-83.1% | $4,753-89.9% |
| Participant deferral / active EE | $834 | $4,675-82.2% | $4,245-80.4% | $6,711-87.6% |
| Admin fee / account holder | $1 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |