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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 | $3,932 | $32,117-87.8% | $71,086-94.5% | $64,173-93.9% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,911 | $712+308.8% | $1,088+167.7% | $2,381+22.3% |
| Participant deferral / active EE | $1,726 | $1,263+36.7% | $1,874-7.9% | $3,470-50.3% |
| Admin fee / account holder | $9 | $2,759-99.7% | $3,082-99.7% | $4,887-99.8% |