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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 | $1,615 | $52,380-96.9% | $98,755-98.4% | $85,856-98.1% |
| Participation rate | 81.8% | 58.0%+23.9pp | 65.7%+16.1pp | 69.3%+12.5pp |
| Annual return | 0.00% | 25.82%-25.8pp | 49.91%-49.9pp | 318.58%-318.6pp |
| Employer contribution / active EE | $401 | $1,337-70.0% | $2,067-80.6% | $2,565-84.4% |
| Participant deferral / active EE | $735 | $2,101-65.0% | $3,035-75.8% | $3,952-81.4% |
| Admin fee / account holder | $0 | $3,865-100.0% | $4,076-100.0% | $6,261-100.0% |