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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 | $2,409 | $114,013-97.9% | $103,693-97.7% | $155,188-98.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 0.00% | 49.31%-49.3pp | 47.61%-47.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $221 | $3,131-93.0% | $2,920-92.4% | $4,248-94.8% |
| Participant deferral / active EE | $2,600 | $4,970-47.7% | $4,579-43.2% | $6,531-60.2% |
| Admin fee / account holder | $4 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |