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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 | $2,353 | $35,183-93.3% | $73,550-96.8% | $70,126-96.6% |
| Participation rate | 70.0% | 42.9%+27.1pp | 54.9%+15.1pp | 69.5%+0.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $559 | $709-21.1% | $1,219-54.1% | $2,343-76.1% |
| Participant deferral / active EE | $1,496 | $1,220+22.6% | $1,804-17.1% | $3,332-55.1% |
| Admin fee / account holder | $98 | $2,302-95.7% | $2,320-95.8% | $4,645-97.9% |