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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 | $1,880 | $37,436-95.0% | $77,513-97.6% | $79,858-97.6% |
| Participation rate | 82.8% | 41.5%+41.3pp | 54.2%+28.6pp | 69.6%+13.2pp |
| Annual return | 0.00% | 39.75%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $419 | $637-34.2% | $987-57.5% | $2,471-83.0% |
| Participant deferral / active EE | $1,172 | $1,261-7.0% | $1,861-37.0% | $3,740-68.7% |
| Admin fee / account holder | $99 | $2,505-96.0% | $2,859-96.5% | $5,306-98.1% |