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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 | $2,001 | $48,267-95.9% | $68,808-97.1% | $68,486-97.1% |
| Participation rate | 82.1% | 60.7%+21.5pp | 69.0%+13.1pp | 67.9%+14.2pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $593 | $1,829-67.6% | $2,656-77.7% | $2,597-77.2% |
| Participant deferral / active EE | $1,135 | $2,867-60.4% | $3,942-71.2% | $4,028-71.8% |
| Admin fee / account holder | $21 | $4,362-99.5% | $4,936-99.6% | $5,404-99.6% |