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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 | $3,315 | $49,177-93.3% | $79,467-95.8% | $64,173-94.8% |
| Participation rate | 97.0% | 65.0%+31.9pp | 73.3%+23.6pp | 69.6%+27.4pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,035 | $2,076-2.0% | $2,800-27.3% | $2,381-14.5% |
| Participant deferral / active EE | $1,220 | $2,821-56.8% | $3,704-67.1% | $3,470-64.9% |
| Admin fee / account holder | $23 | $3,839-99.4% | $5,104-99.5% | $4,887-99.5% |