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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 | $1,887 | $42,383-95.5% | $76,518-97.5% | $64,173-97.1% |
| Participation rate | 98.2% | 58.1%+40.1pp | 68.0%+30.2pp | 69.6%+28.7pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,090 | $1,563+33.7% | $2,647-21.1% | $2,381-12.2% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16 | $3,198-99.5% | $4,849-99.7% | $4,887-99.7% |