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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 | $2,084 | $27,632-92.5% | $61,452-96.6% | $68,486-97.0% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $879 | $696+26.4% | $1,160-24.2% | $2,597-66.1% |
| Participant deferral / active EE | $1,795 | $1,264+42.0% | $2,125-15.5% | $4,028-55.4% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |