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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 | $6,708 | $62,672-89.3% | $185,117-96.4% | $70,126-90.4% |
| Participation rate | 78.9% | 63.8%+15.2pp | 77.3%+1.7pp | 69.5%+9.4pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $447 | $1,753-74.5% | $4,182-89.3% | $2,343-80.9% |
| Participant deferral / active EE | $1,283 | $3,272-60.8% | $5,045-74.6% | $3,332-61.5% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |