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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 | $2,872 | $69,977-95.9% | $108,582-97.4% | $62,881-95.4% |
| Participation rate | 92.2% | 72.9%+19.3pp | 79.6%+12.6pp | 69.3%+22.9pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $758 | $2,135-64.5% | $3,758-79.8% | $2,281-66.8% |
| Participant deferral / active EE | $1,775 | $3,165-43.9% | $4,311-58.8% | $3,203-44.6% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |