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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 | $2,634 | $45,872-94.3% | $77,096-96.6% | $68,486-96.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,569 | $1,650-4.9% | $2,814-44.2% | $2,597-39.6% |
| Participant deferral / active EE | $1,321 | $2,963-55.4% | $4,429-70.2% | $4,028-67.2% |
| Admin fee / account holder | $36 | $3,041-98.8% | $5,428-99.3% | $5,404-99.3% |