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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 | $1,543 | $46,877-96.7% | $122,354-98.7% | $70,126-97.8% |
| Participation rate | 77.8% | 58.2%+19.6pp | 71.6%+6.1pp | 69.5%+8.2pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.28%-30.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $375 | $1,288-70.9% | $4,051-90.7% | $2,343-84.0% |
| Participant deferral / active EE | $835 | $2,167-61.5% | $3,287-74.6% | $3,332-74.9% |
| Admin fee / account holder | $6 | $3,324-99.8% | $5,479-99.9% | $4,645-99.9% |