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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 | $730 | $72,404-99.0% | $110,243-99.3% | $64,173-98.9% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.6%+7.2pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $560 | $2,282-75.5% | $3,827-85.4% | $2,381-76.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |