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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 | $2,678 | $82,674-96.8% | $125,381-97.9% | $68,486-96.1% |
| Participation rate | 94.7% | 75.1%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $866 | $3,382-74.4% | $4,815-82.0% | $2,597-66.6% |
| Participant deferral / active EE | $2,565 | $6,111-58.0% | $7,448-65.6% | $4,028-36.3% |
| Admin fee / account holder | $59 | $6,277-99.1% | $10,007-99.4% | $5,404-98.9% |