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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 | $2,020 | $37,446-94.6% | $77,513-97.4% | $79,852-97.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $583 | $637-8.4% | $987-40.9% | $2,471-76.4% |
| Participant deferral / active EE | $1,907 | $1,261+51.2% | $1,861+2.5% | $3,740-49.0% |
| Admin fee / account holder | $46 | $2,506-98.2% | $2,859-98.4% | $5,306-99.1% |