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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 | $583 | $27,632-97.9% | $61,452-99.1% | $68,486-99.1% |
| Participation rate | 75.9% | 39.5%+36.4pp | 52.6%+23.3pp | 67.9%+8.0pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $144 | $696-79.3% | $1,160-87.6% | $2,597-94.5% |
| Participant deferral / active EE | $344 | $1,264-72.8% | $2,125-83.8% | $4,028-91.5% |
| Admin fee / account holder | $7 | $2,010-99.7% | $2,131-99.7% | $5,404-99.9% |