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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 | $2,290 | $32,037-92.9% | $69,182-96.7% | $62,881-96.4% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $559 | $679-17.7% | $1,206-53.6% | $2,281-75.5% |
| Participant deferral / active EE | $1,337 | $1,185+12.8% | $1,897-29.5% | $3,203-58.3% |
| Admin fee / account holder | $46 | $2,608-98.2% | $2,697-98.3% | $4,296-98.9% |