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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 | $1,755 | $52,580-96.7% | $71,671-97.6% | $70,126-97.5% |
| Participation rate | 87.9% | 60.9%+27.0pp | 68.7%+19.1pp | 69.5%+18.3pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,531 | $1,616-5.2% | $2,460-37.8% | $2,343-34.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $99 | $3,653-97.3% | $5,558-98.2% | $4,645-97.9% |