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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 | $216 | $37,156-99.4% | $83,854-99.7% | $86,983-99.8% |
| Participation rate | 92.3% | 49.1%+43.3pp | 59.1%+33.2pp | 69.5%+22.8pp |
| Annual return | 0.00% | 29.88%-29.9pp | 31.39%-31.4pp | 25.83%-25.8pp |
| Employer contribution / active EE | $11 | $661-98.4% | $1,017-99.0% | $2,584-99.6% |
| Participant deferral / active EE | $307 | $1,418-78.3% | $2,035-84.9% | $4,194-92.7% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |