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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 | $3,174 | $53,841-94.1% | $75,731-95.8% | $85,851-96.3% |
| Participation rate | 72.5% | 69.0%+3.5pp | 74.8%-2.3pp | 69.3%+3.2pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.65%-104.6pp | 318.63%-318.6pp |
| Employer contribution / active EE | $369 | $2,017-81.7% | $2,743-86.6% | $2,565-85.6% |
| Participant deferral / active EE | $2,349 | $2,895-18.8% | $3,820-38.5% | $3,952-40.6% |
| Admin fee / account holder | $118 | $3,340-96.5% | $3,620-96.7% | $6,261-98.1% |