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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 | $4,415 | $91,911-95.2% | $68,612-93.6% | $135,380-96.7% |
| Participation rate | 85.7% | 76.7%+9.0pp | 72.2%+13.5pp | 82.6%+3.1pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $944 | $3,924-75.9% | $2,625-64.0% | $4,779-80.2% |
| Participant deferral / active EE | $1,455 | $4,315-66.3% | $3,311-56.1% | $5,609-74.1% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |