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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 | $1,858 | $158,852-98.8% | $121,220-98.5% | $135,379-98.6% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.8%+6.0pp | 82.6%-4.9pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $482 | $5,666-91.5% | $4,023-88.0% | $4,779-89.9% |
| Participant deferral / active EE | $1,123 | $4,006-72.0% | $3,345-66.4% | $5,609-80.0% |
| Admin fee / account holder | $20 | $6,515-99.7% | $5,021-99.6% | $10,828-99.8% |