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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 | $2,481 | $72,404-96.6% | $110,243-97.7% | $64,173-96.1% |
| Participation rate | 75.9% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.3pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $732 | $2,282-67.9% | $3,827-80.9% | $2,381-69.2% |
| Participant deferral / active EE | $1,626 | $3,469-53.1% | $4,672-65.2% | $3,470-53.1% |
| Admin fee / account holder | $26 | $5,664-99.5% | $8,548-99.7% | $4,887-99.5% |