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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 | $2,765 | $42,546-93.5% | $71,796-96.1% | $55,167-95.0% |
| Participation rate | 81.9% | 59.1%+22.8pp | 69.1%+12.8pp | 69.0%+12.9pp |
| Annual return | 0.00% | 12.36%-12.4pp | 78.04%-78.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,777 | $2,064-13.9% | $2,794-36.4% | $3,054-41.8% |
| Admin fee / account holder | $21 | $650-96.8% | $4,815-99.6% | $504-95.9% |