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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 | $2,273 | $27,639-91.8% | $61,501-96.3% | $68,490-96.7% |
| Participation rate | 85.7% | 39.5%+46.2pp | 52.6%+33.1pp | 67.9%+17.8pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,202 | $696+72.7% | $1,160+3.6% | $2,597-53.7% |
| Participant deferral / active EE | $1,524 | $1,264+20.6% | $2,125-28.3% | $4,028-62.2% |
| Admin fee / account holder | $54 | $2,012-97.3% | $2,132-97.5% | $5,403-99.0% |