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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 | $4,296 | $28,444-84.9% | $179,543-97.6% | $28,444-84.9% |
| Participation rate | 94.6% | 64.8%+29.7pp | 75.1%+19.5pp | 64.8%+29.7pp |
| Annual return | 2.82% | -0.92%+3.7pp | -12.16%+15.0pp | -0.92%+3.7pp |
| Employer contribution / active EE | $1,724 | $2,855-39.6% | $30,665-94.4% | $2,855-39.6% |
| Participant deferral / active EE | $0 | $2,169-100.0% | $460-100.0% | $2,169-100.0% |
| Admin fee / account holder | $190 | $1,370-86.2% | $10,481-98.2% | $1,370-86.2% |