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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 | $1,992 | $48,267-95.9% | $68,794-97.1% | $68,495-97.1% |
| Participation rate | 95.8% | 60.7%+35.1pp | 69.0%+26.8pp | 67.9%+27.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $973 | $1,829-46.8% | $2,656-63.4% | $2,596-62.5% |
| Participant deferral / active EE | $2,206 | $2,867-23.1% | $3,941-44.0% | $4,028-45.2% |
| Admin fee / account holder | $138 | $4,362-96.8% | $4,934-97.2% | $5,403-97.4% |