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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 | $357 | $25,979-98.6% | $71,755-99.5% | $68,486-99.5% |
| Participation rate | 71.9% | 54.5%+17.4pp | 62.3%+9.6pp | 67.9%+4.0pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $99 | $900-89.0% | $1,704-94.2% | $2,597-96.2% |
| Participant deferral / active EE | $217 | $1,522-85.8% | $2,656-91.8% | $4,028-94.6% |
| Admin fee / account holder | $3 | $2,022-99.8% | $3,972-99.9% | $5,404-99.9% |