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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 | $4,413 | $54,357-91.9% | $82,706-94.7% | $68,495-93.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.76%-701.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $372 | $2,218-83.2% | $3,007-87.6% | $2,596-85.7% |
| Participant deferral / active EE | $1,549 | $3,246-52.3% | $4,394-64.7% | $4,028-61.5% |
| Admin fee / account holder | $42 | $4,396-99.0% | $5,329-99.2% | $5,403-99.2% |