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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 | $3,671 | $87,016-95.8% | $63,244-94.2% | $125,389-97.1% |
| Participation rate | 93.3% | 77.1%+16.3pp | 71.0%+22.3pp | 83.2%+10.1pp |
| Annual return | 0.00% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $941 | $3,601-73.9% | $2,322-59.5% | $4,866-80.7% |
| Participant deferral / active EE | $2,526 | $3,939-35.9% | $2,953-14.5% | $5,352-52.8% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |