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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 | $762 | $108,285-99.3% | $77,552-99.0% | $158,982-99.5% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $432 | $1,325-67.4% | $987-56.2% | $4,763-90.9% |
| Participant deferral / active EE | $648 | $2,455-73.6% | $1,861-65.2% | $5,983-89.2% |
| Admin fee / account holder | $4 | $3,709-99.9% | $2,859-99.9% | $11,252-100.0% |