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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 | $1,559 | $52,380-97.0% | $98,775-98.4% | $85,847-98.2% |
| Participation rate | 91.7% | 58.0%+33.7pp | 65.7%+25.9pp | 69.3%+22.3pp |
| Annual return | 0.00% | 25.82%-25.8pp | 49.92%-49.9pp | 318.61%-318.6pp |
| Employer contribution / active EE | $935 | $1,337-30.1% | $2,067-54.8% | $2,565-63.5% |
| Participant deferral / active EE | $1,377 | $2,101-34.5% | $3,035-54.6% | $3,952-65.2% |
| Admin fee / account holder | $23 | $3,865-99.4% | $4,076-99.4% | $6,261-99.6% |