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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 | $2,797 | $104,251-97.3% | $91,004-96.9% | $147,586-98.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $520 | $3,116-83.3% | $2,456-78.8% | $4,876-89.3% |
| Participant deferral / active EE | $1,405 | $4,195-66.5% | $3,548-60.4% | $5,439-74.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |