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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 | $1,579 | $53,546-97.1% | $69,884-97.7% | $68,486-97.7% |
| Participation rate | 97.5% | 64.5%+33.0pp | 70.5%+27.0pp | 67.9%+29.6pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.81%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,616 | $2,957-45.3% | $3,848-58.0% | $4,028-59.9% |
| Admin fee / account holder | $3 | $4,693-99.9% | $6,266-100.0% | $5,404-99.9% |