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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 | $2,188 | $47,922-95.4% | $75,900-97.1% | $65,186-96.6% |
| Participation rate | 95.4% | 63.0%+32.4pp | 69.3%+26.1pp | 70.2%+25.2pp |
| Annual return | 0.00% | 24.12%-24.1pp | 30.73%-30.7pp | 29.39%-29.4pp |
| Employer contribution / active EE | $659 | $1,557-57.6% | $2,501-73.6% | $2,177-69.7% |
| Participant deferral / active EE | $1,330 | $2,550-47.9% | $3,604-63.1% | $3,514-62.2% |
| Admin fee / account holder | $0 | $532-100.0% | $5,421-100.0% | $847-100.0% |