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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 | $1,619 | $45,872-96.5% | $77,096-97.9% | $68,486-97.6% |
| Participation rate | 97.0% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,033 | $1,650-37.4% | $2,814-63.3% | $2,597-60.2% |
| Participant deferral / active EE | $1,226 | $2,963-58.6% | $4,429-72.3% | $4,028-69.6% |
| Admin fee / account holder | $1 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |