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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 | $461 | $110,278-99.6% | $95,740-99.5% | $139,466-99.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.41%-28.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $718 | $3,260-78.0% | $2,836-74.7% | $4,754-84.9% |
| Participant deferral / active EE | $781 | $4,674-83.3% | $4,244-81.6% | $6,712-88.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |