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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 | $3,210 | $73,978-95.7% | $96,515-96.7% | $75,173-95.7% |
| Participation rate | 82.4% | 66.4%+15.9pp | 74.3%+8.0pp | 67.2%+15.1pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $875 | $2,931-70.2% | $3,740-76.6% | $2,671-67.3% |
| Participant deferral / active EE | $1,743 | $3,660-52.4% | $4,880-64.3% | $4,126-57.8% |
| Admin fee / account holder | $6 | $5,219-99.9% | $6,735-99.9% | $5,651-99.9% |