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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 | $294 | $103,949-99.7% | $69,182-99.6% | $273,972-99.9% |
| Participation rate | 71.4% | 67.4%+4.1pp | 55.1%+16.3pp | 83.0%-11.6pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $55 | $1,783-96.9% | $1,206-95.4% | $4,869-98.9% |
| Participant deferral / active EE | $158 | $2,716-94.2% | $1,897-91.6% | $5,287-97.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |