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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 | $2,081 | $37,446-94.4% | $77,552-97.3% | $79,856-97.4% |
| Participation rate | 79.4% | 41.5%+37.9pp | 54.2%+25.2pp | 69.6%+9.8pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $511 | $637-19.8% | $987-48.2% | $2,471-79.3% |
| Participant deferral / active EE | $1,009 | $1,261-19.9% | $1,861-45.8% | $3,741-73.0% |
| Admin fee / account holder | $14 | $2,506-99.4% | $2,859-99.5% | $5,306-99.7% |