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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 | $2,232 | $35,183-93.7% | $73,550-97.0% | $70,126-96.8% |
| Participation rate | 91.4% | 42.9%+48.4pp | 54.9%+36.4pp | 69.5%+21.8pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $630 | $709-11.1% | $1,219-48.3% | $2,343-73.1% |
| Participant deferral / active EE | $1,257 | $1,220+3.0% | $1,804-30.3% | $3,332-62.3% |
| Admin fee / account holder | $4 | $2,302-99.8% | $2,320-99.8% | $4,645-99.9% |