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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 | $2,763 | $42,917-93.6% | $60,899-95.5% | $68,495-96.0% |
| Participation rate | 96.4% | 66.8%+29.6pp | 73.1%+23.3pp | 67.9%+28.5pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.92%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,865 | $2,8670% | $3,817-24.9% | $4,028-28.9% |
| Admin fee / account holder | $20 | $3,102-99.3% | $3,225-99.4% | $5,403-99.6% |