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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 | $1,478 | $63,114-97.7% | $92,915-98.4% | $65,186-97.7% |
| Participation rate | 87.0% | 68.8%+18.3pp | 76.0%+11.0pp | 70.2%+16.8pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.45%-109.4pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,387 | $3,108-55.4% | $4,238-67.3% | $3,514-60.5% |
| Admin fee / account holder | $44 | $624-93.0% | $5,796-99.2% | $847-94.9% |