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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 | $3,148 | $58,828-94.6% | $78,002-96.0% | $62,881-95.0% |
| Participation rate | 75.0% | 71.1%+3.9pp | 75.5%-0.5pp | 69.3%+5.7pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $743 | $1,672-55.6% | $2,470-69.9% | $2,281-67.4% |
| Participant deferral / active EE | $1,588 | $2,686-40.9% | $3,497-54.6% | $3,203-50.4% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |