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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 | $6,342 | $108,285-94.1% | $77,552-91.8% | $158,982-96.0% |
| Participation rate | 94.4% | 64.4%+30.0pp | 54.2%+40.3pp | 82.0%+12.5pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $883 | $1,325-33.4% | $987-10.5% | $4,763-81.5% |
| Participant deferral / active EE | $2,493 | $2,455+1.5% | $1,861+34.0% | $5,983-58.3% |
| Admin fee / account holder | $22 | $3,709-99.4% | $2,859-99.2% | $11,252-99.8% |