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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 | $2,896 | $39,036-92.6% | $80,784-96.4% | $85,851-96.6% |
| Participation rate | 75.0% | 41.6%+33.4pp | 54.2%+20.8pp | 69.3%+5.7pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.31%-87.3pp | 318.63%-318.6pp |
| Employer contribution / active EE | $855 | $722+18.3% | $1,160-26.3% | $2,565-66.7% |
| Participant deferral / active EE | $1,681 | $1,326+26.7% | $2,145-21.7% | $3,952-57.5% |
| Admin fee / account holder | $20 | $2,429-99.2% | $3,380-99.4% | $6,261-99.7% |