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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 | $2,110 | $59,819-96.5% | $79,583-97.3% | $68,490-96.9% |
| Participation rate | 83.0% | 61.1%+21.9pp | 69.5%+13.5pp | 67.9%+15.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $751 | $1,505-50.1% | $2,414-68.9% | $2,597-71.1% |
| Participant deferral / active EE | $1,460 | $3,025-51.7% | $3,986-63.4% | $4,028-63.8% |
| Admin fee / account holder | $27 | $4,835-99.4% | $6,835-99.6% | $5,403-99.5% |