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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 | $3,485 | $35,183-90.1% | $73,550-95.3% | $70,126-95.0% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,169 | $709+347.1% | $1,219+159.9% | $2,343+35.3% |
| Participant deferral / active EE | $862 | $1,220-29.4% | $1,804-52.2% | $3,332-74.1% |
| Admin fee / account holder | $18 | $2,302-99.2% | $2,320-99.2% | $4,645-99.6% |