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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 | $1,935 | $65,367-97.0% | $92,915-97.9% | $72,976-97.3% |
| Participation rate | 87.3% | 68.3%+19.0pp | 76.0%+11.3pp | 69.5%+17.8pp |
| Annual return | 34.29% | 42.11%-7.8pp | 109.45%-75.2pp | 81.02%-46.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7 | $4,251-99.8% | $5,796-99.9% | $5,124-99.9% |