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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 | $2,808 | $61,605-95.4% | $112,273-97.5% | $75,181-96.3% |
| Participation rate | 91.9% | 61.7%+30.2pp | 72.4%+19.5pp | 67.2%+24.7pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,061 | $2,015-47.4% | $3,431-69.1% | $2,671-60.3% |
| Participant deferral / active EE | $1,565 | $3,108-49.6% | $4,800-67.4% | $4,126-62.1% |
| Admin fee / account holder | $24 | $4,862-99.5% | $7,752-99.7% | $5,650-99.6% |