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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 | $930 | $26,549-96.5% | $61,501-98.5% | $66,949-98.6% |
| Participation rate | 82.0% | 38.1%+43.9pp | 52.6%+29.4pp | 69.8%+12.2pp |
| Annual return | 0.00% | -16.21%+16.2pp | 339.04%-339.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $403 | $651-38.1% | $1,160-65.2% | $2,545-84.2% |
| Participant deferral / active EE | $428 | $1,338-68.0% | $2,125-79.9% | $4,239-89.9% |
| Admin fee / account holder | $68 | $409-83.4% | $2,132-96.8% | $594-88.5% |