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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 | $1,285 | $54,763-97.7% | $90,324-98.6% | $72,976-98.2% |
| Participation rate | 96.2% | 65.2%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $560 | $2,093-73.2% | $2,856-80.4% | $2,440-77.0% |
| Participant deferral / active EE | $878 | $2,887-69.6% | $3,885-77.4% | $3,608-75.7% |
| Admin fee / account holder | $5 | $3,973-99.9% | $5,356-99.9% | $5,124-99.9% |