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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 | $3,909 | $117,426-96.7% | $99,470-96.1% | $152,885-97.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.39%-345.4pp |
| Employer contribution / active EE | $800 | $3,014-73.5% | $2,540-68.5% | $4,763-83.2% |
| Participant deferral / active EE | $3,061 | $4,086-25.1% | $3,619-15.4% | $5,851-47.7% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |