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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 | $1,346 | $46,596-97.1% | $64,099-97.9% | $75,181-98.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 33.70%-33.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $522 | $1,975-73.6% | $2,748-81.0% | $2,671-80.5% |
| Participant deferral / active EE | $808 | $2,837-71.5% | $3,881-79.2% | $4,126-80.4% |
| Admin fee / account holder | $47 | $2,954-98.4% | $3,070-98.5% | $5,650-99.2% |