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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 | $1,808 | $34,316-94.7% | $74,719-97.6% | $72,983-97.5% |
| Participation rate | 70.4% | 42.4%+28.0pp | 54.5%+15.9pp | 69.5%+0.9pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.05%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $299 | $692-56.8% | $1,084-72.4% | $2,440-87.7% |
| Participant deferral / active EE | $1,059 | $1,272-16.7% | $1,963-46.1% | $3,608-70.6% |
| Admin fee / account holder | $13 | $2,125-99.4% | $3,334-99.6% | $5,124-99.7% |