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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 | $519 | $99,032-99.5% | $80,022-99.4% | $135,380-99.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.74% | 15.39%-21.1pp | 11.22%-17.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $447 | $3,043-85.3% | $2,468-81.9% | $4,779-90.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $273 | $10,436-97.4% | $6,521-95.8% | $10,828-97.5% |