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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 | $4,652 | $35,183-86.8% | $73,550-93.7% | $70,126-93.4% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $4,791 | $709+576.1% | $1,219+293.0% | $2,343+104.5% |
| Participant deferral / active EE | $554 | $1,220-54.6% | $1,804-69.3% | $3,332-83.4% |
| Admin fee / account holder | $112 | $2,302-95.2% | $2,320-95.2% | $4,645-97.6% |