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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 | $2,324 | $43,730-94.7% | $121,220-98.1% | $64,173-96.4% |
| Participation rate | 98.6% | 58.3%+40.2pp | 71.8%+26.8pp | 69.6%+29.0pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,163 | $1,297-10.3% | $4,023-71.1% | $2,381-51.1% |
| Participant deferral / active EE | $1,675 | $2,281-26.6% | $3,345-49.9% | $3,470-51.7% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |