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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 | $2,007 | $34,316-94.2% | $74,723-97.3% | $72,976-97.2% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $461 | $692-33.3% | $1,084-57.4% | $2,440-81.1% |
| Participant deferral / active EE | $2,341 | $1,272+84.1% | $1,962+19.3% | $3,608-35.1% |
| Admin fee / account holder | $27 | $2,125-98.8% | $3,335-99.2% | $5,124-99.5% |