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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 | $1,384 | $107,030-98.7% | $73,550-98.1% | $147,586-99.1% |
| Participation rate | 70.8% | 66.4%+4.5pp | 54.9%+15.9pp | 82.8%-12.0pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $418 | $1,760-76.3% | $1,219-65.8% | $4,876-91.4% |
| Participant deferral / active EE | $528 | $2,458-78.5% | $1,804-70.7% | $5,439-90.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |