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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 | $2,885 | $52,580-94.5% | $71,671-96.0% | $70,126-95.9% |
| Participation rate | 83.6% | 60.9%+22.7pp | 68.7%+14.9pp | 69.5%+14.1pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,459 | $1,616+52.2% | $2,4600% | $2,343+5.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |