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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 | $1,671 | $39,028-95.7% | $80,741-97.9% | $85,847-98.1% |
| Participation rate | 72.5% | 41.6%+31.0pp | 54.2%+18.4pp | 69.3%+3.2pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $257 | $722-64.3% | $1,160-77.8% | $2,565-90.0% |
| Participant deferral / active EE | $921 | $1,326-30.6% | $2,145-57.1% | $3,952-76.7% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |