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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 | $672 | $158,852-99.6% | $121,220-99.4% | $135,379-99.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.8%-0.3pp | 82.6%-11.2pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $136 | $5,666-97.6% | $4,023-96.6% | $4,779-97.2% |
| Participant deferral / active EE | $358 | $4,006-91.1% | $3,345-89.3% | $5,609-93.6% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |