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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 | $2,546 | $75,935-96.6% | $60,547-95.8% | $125,389-98.0% |
| Participation rate | 84.2% | 76.5%+7.7pp | 68.0%+16.2pp | 83.2%+1.0pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $590 | $3,438-82.8% | $2,419-75.6% | $4,866-87.9% |
| Participant deferral / active EE | $1,122 | $4,506-75.1% | $3,328-66.3% | $5,352-79.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |