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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 | $2,284 | $30,732-92.6% | $59,496-96.2% | $59,632-96.2% |
| Participation rate | 72.0% | 43.2%+28.8pp | 54.6%+17.4pp | 68.7%+3.3pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $859 | $631+36.1% | $1,153-25.5% | $2,203-61.0% |
| Participant deferral / active EE | $1,308 | $1,183+10.6% | $1,829-28.5% | $3,192-59.0% |
| Admin fee / account holder | $238 | $2,136-88.9% | $2,232-89.3% | $4,297-94.5% |