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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 | $1,271 | $52,306-97.6% | $69,779-98.2% | $62,881-98.0% |
| Participation rate | 89.2% | 67.2%+22.0pp | 71.8%+17.4pp | 69.3%+19.9pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,102 | $2,395-54.0% | $2,931-62.4% | $3,203-65.6% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |