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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 | $3,315 | $116,360-97.2% | $65,566-94.9% | $139,466-97.6% |
| Participation rate | 80.0% | 67.8%+12.2pp | 64.9%+15.1pp | 80.3%-0.3pp |
| Annual return | 0.00% | 31.23%-31.2pp | 47.40%-47.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,157 | $2,600-55.5% | $1,692-31.6% | $4,754-75.7% |
| Participant deferral / active EE | $1,357 | $4,242-68.0% | $2,832-52.1% | $6,712-79.8% |
| Admin fee / account holder | $9 | $6,701-99.9% | $4,114-99.8% | $11,409-99.9% |