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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 | $3,734 | $49,177-92.4% | $79,467-95.3% | $64,173-94.2% |
| Participation rate | 78.6% | 65.0%+13.5pp | 73.3%+5.2pp | 69.6%+9.0pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,689 | $2,821+30.7% | $3,704-0.4% | $3,470+6.3% |
| Admin fee / account holder | $155 | $3,839-96.0% | $5,104-97.0% | $4,887-96.8% |