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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 | $4,007 | $75,962-94.7% | $154,108-97.4% | $64,173-93.8% |
| Participation rate | 84.4% | 70.4%+14.0pp | 83.0%+1.4pp | 69.6%+14.9pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $878 | $3,350-73.8% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $1,890 | $3,175-40.5% | $5,081-62.8% | $3,470-45.5% |
| Admin fee / account holder | $60 | $5,589-98.9% | $13,411-99.6% | $4,887-98.8% |