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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 | $1,747 | $39,036-95.5% | $80,784-97.8% | $85,851-98.0% |
| Participation rate | 93.1% | 41.6%+51.5pp | 54.2%+38.9pp | 69.3%+23.8pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.31%-87.3pp | 318.63%-318.6pp |
| Employer contribution / active EE | $999 | $722+38.3% | $1,160-13.9% | $2,565-61.0% |
| Participant deferral / active EE | $1,522 | $1,326+14.7% | $2,145-29.1% | $3,952-61.5% |
| Admin fee / account holder | $64 | $2,429-97.4% | $3,380-98.1% | $6,261-99.0% |