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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 | $787 | $39,028-98.0% | $80,741-99.0% | $85,847-99.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $256 | $722-64.6% | $1,160-78.0% | $2,565-90.0% |
| Participant deferral / active EE | $596 | $1,326-55.0% | $2,145-72.2% | $3,952-84.9% |
| Admin fee / account holder | $3 | $2,429-99.9% | $3,380-99.9% | $6,261-100.0% |