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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 | $1,613 | $77,908-97.9% | $149,696-98.9% | $75,173-97.9% |
| Participation rate | 84.2% | 65.6%+18.6pp | 78.8%+5.4pp | 67.2%+17.0pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $720 | $3,138-77.0% | $4,821-85.1% | $2,671-73.0% |
| Participant deferral / active EE | $935 | $3,411-72.6% | $5,682-83.5% | $4,126-77.3% |
| Admin fee / account holder | $18 | $5,950-99.7% | $13,212-99.9% | $5,651-99.7% |