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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 | $4,448 | $85,171-94.8% | $172,752-97.4% | $72,975-93.9% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $572 | $3,324-82.8% | $5,144-88.9% | $2,440-76.6% |
| Participant deferral / active EE | $1,251 | $3,260-61.6% | $5,198-75.9% | $3,608-65.3% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |