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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 | $1,866 | $51,222-96.4% | $70,544-97.4% | $75,173-97.5% |
| Participation rate | 85.2% | 61.0%+24.2pp | 68.4%+16.8pp | 67.2%+18.0pp |
| Annual return | 0.00% | 30.06%-30.1pp | 32.79%-32.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $652 | $1,827-64.3% | $2,976-78.1% | $2,671-75.6% |
| Participant deferral / active EE | $1,107 | $2,850-61.1% | $4,568-75.8% | $4,126-73.2% |
| Admin fee / account holder | $47 | $4,096-98.8% | $6,427-99.3% | $5,651-99.2% |