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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 | $1,660 | $54,757-97.0% | $90,304-98.2% | $72,975-97.7% |
| Participation rate | 81.3% | 65.2%+16.1pp | 73.3%+8.0pp | 69.5%+11.8pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.13%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $351 | $2,093-83.2% | $2,855-87.7% | $2,440-85.6% |
| Participant deferral / active EE | $978 | $2,887-66.1% | $3,885-74.8% | $3,608-72.9% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |