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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 | $1,264 | $48,267-97.4% | $68,808-98.2% | $68,486-98.2% |
| Participation rate | 87.5% | 60.7%+26.8pp | 69.0%+18.5pp | 67.9%+19.6pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $539 | $1,829-70.6% | $2,656-79.7% | $2,597-79.3% |
| Participant deferral / active EE | $1,001 | $2,867-65.1% | $3,942-74.6% | $4,028-75.2% |
| Admin fee / account holder | $28 | $4,362-99.4% | $4,936-99.4% | $5,404-99.5% |