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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 | $523 | $35,183-98.5% | $73,545-99.3% | $70,124-99.3% |
| Participation rate | 98.9% | 42.9%+56.0pp | 54.9%+44.0pp | 69.5%+29.4pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $539 | $709-23.9% | $1,219-55.7% | $2,342-77.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |