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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 | $1,207 | $51,202-97.6% | $70,548-98.3% | $75,181-98.4% |
| Participation rate | 76.9% | 61.0%+16.0pp | 68.3%+8.6pp | 67.2%+9.7pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $518 | $1,827-71.7% | $2,975-82.6% | $2,671-80.6% |
| Participant deferral / active EE | $1,073 | $2,850-62.3% | $4,567-76.5% | $4,126-74.0% |
| Admin fee / account holder | $27 | $4,094-99.3% | $6,424-99.6% | $5,650-99.5% |