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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 | $2,742 | $32,117-91.5% | $71,086-96.1% | $64,181-95.7% |
| Participation rate | 93.3% | 42.7%+50.6pp | 54.7%+38.7pp | 69.6%+23.8pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $734 | $712+3.1% | $1,088-32.5% | $2,381-69.2% |
| Participant deferral / active EE | $2,172 | $1,263+72.0% | $1,874+15.9% | $3,470-37.4% |
| Admin fee / account holder | $42 | $2,759-98.5% | $3,082-98.6% | $4,887-99.1% |