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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 | $2,752 | $70,430-96.1% | $96,572-97.2% | $85,851-96.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $640 | $1,413-54.7% | $2,357-72.9% | $2,565-75.1% |
| Participant deferral / active EE | $2,145 | $2,894-25.9% | $3,850-44.3% | $3,952-45.7% |
| Admin fee / account holder | $17 | $4,996-99.7% | $6,183-99.7% | $6,261-99.7% |