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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 | $1,845 | $52,279-96.5% | $89,414-97.9% | $79,852-97.7% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $766 | $1,572-51.3% | $2,586-70.4% | $2,471-69.0% |
| Participant deferral / active EE | $1,441 | $2,740-47.4% | $3,890-63.0% | $3,740-61.5% |
| Admin fee / account holder | $114 | $3,356-96.6% | $4,883-97.7% | $5,306-97.8% |