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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 | $2,028 | $48,235-95.8% | $68,803-97.1% | $68,490-97.0% |
| Participation rate | 81.5% | 60.7%+20.8pp | 69.0%+12.5pp | 67.9%+13.6pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,035 | $1,829+11.3% | $2,656-23.4% | $2,597-21.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $4,361-99.9% | $4,936-99.9% | $5,403-99.9% |