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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 | $3,700 | $37,446-90.1% | $77,513-95.2% | $79,852-95.4% |
| Participation rate | 97.0% | 41.5%+55.4pp | 54.2%+42.8pp | 69.6%+27.3pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $701 | $637+10.1% | $987-28.9% | $2,471-71.6% |
| Participant deferral / active EE | $2,010 | $1,261+59.4% | $1,861+8.0% | $3,740-46.3% |
| Admin fee / account holder | $17 | $2,506-99.3% | $2,859-99.4% | $5,306-99.7% |