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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 | $1,533 | $64,359-97.6% | $90,161-98.3% | $70,126-97.8% |
| Participation rate | 98.2% | 70.4%+27.8pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,487 | $2,046-27.3% | $3,318-55.2% | $2,343-36.5% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $87 | $3,945-97.8% | $5,943-98.5% | $4,645-98.1% |