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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 | $3,496 | $34,308-89.8% | $74,713-95.3% | $72,986-95.2% |
| Participation rate | 74.1% | 42.4%+31.7pp | 54.5%+19.6pp | 69.5%+4.6pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.99%-753.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $596 | $692-13.9% | $1,084-45.0% | $2,440-75.6% |
| Participant deferral / active EE | $2,058 | $1,271+61.9% | $1,964+4.8% | $3,607-43.0% |
| Admin fee / account holder | $18 | $2,124-99.2% | $3,334-99.5% | $5,124-99.7% |