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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 | $2,996 | $91,198-96.7% | $178,503-98.3% | $79,856-96.2% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,029 | $3,257-68.4% | $5,011-79.5% | $2,471-58.3% |
| Participant deferral / active EE | $1,949 | $3,237-39.8% | $5,202-62.5% | $3,741-47.9% |
| Admin fee / account holder | $299 | $6,748-95.6% | $13,987-97.9% | $5,306-94.4% |