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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 | $2,837 | $232,540-98.8% | $185,117-98.5% | $147,586-98.1% |
| Participation rate | 86.4% | 82.4%+4.0pp | 77.3%+9.1pp | 82.8%+3.5pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $902 | $5,195-82.6% | $4,182-78.4% | $4,876-81.5% |
| Participant deferral / active EE | $2,649 | $5,834-54.6% | $5,045-47.5% | $5,439-51.3% |
| Admin fee / account holder | $145 | $10,275-98.6% | $8,159-98.2% | $10,886-98.7% |