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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 | $2,102 | $43,730-95.2% | $121,220-98.3% | $64,173-96.7% |
| Participation rate | 80.0% | 58.3%+21.7pp | 71.8%+8.2pp | 69.6%+10.4pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,063 | $2,281-9.6% | $3,345-38.3% | $3,470-40.6% |
| Admin fee / account holder | $34 | $3,502-99.0% | $5,021-99.3% | $4,887-99.3% |