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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 | $1,380 | $27,639-95.0% | $61,501-97.8% | $68,490-98.0% |
| Participation rate | 94.6% | 39.5%+55.1pp | 52.6%+42.0pp | 67.9%+26.7pp |
| Annual return | -17.39% | -13.19%-4.2pp | 339.04%-356.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $359 | $696-48.5% | $1,160-69.1% | $2,597-86.2% |
| Participant deferral / active EE | $714 | $1,264-43.5% | $2,125-66.4% | $4,028-82.3% |
| Admin fee / account holder | $82 | $2,012-95.9% | $2,132-96.2% | $5,403-98.5% |