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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 | $2,580 | $117,433-97.8% | $99,475-97.4% | $152,897-98.3% |
| 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 | 345.43%-345.4pp |
| Employer contribution / active EE | $915 | $3,013-69.6% | $2,540-64.0% | $4,764-80.8% |
| Participant deferral / active EE | $1,560 | $4,086-61.8% | $3,619-56.9% | $5,851-73.3% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |