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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 | $1,029 | $51,202-98.0% | $70,548-98.5% | $75,181-98.6% |
| Participation rate | 77.4% | 61.0%+16.4pp | 68.3%+9.0pp | 67.2%+10.2pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $532 | $1,827-70.9% | $2,975-82.1% | $2,671-80.1% |
| Participant deferral / active EE | $1,029 | $2,850-63.9% | $4,567-77.5% | $4,126-75.1% |
| Admin fee / account holder | $92 | $4,094-97.8% | $6,424-98.6% | $5,650-98.4% |