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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 | $1,979 | $45,872-95.7% | $77,081-97.4% | $68,495-97.1% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $921 | $1,650-44.2% | $2,813-67.3% | $2,596-64.5% |
| Participant deferral / active EE | $964 | $2,963-67.5% | $4,428-78.2% | $4,028-76.1% |
| Admin fee / account holder | $118 | $3,041-96.1% | $5,427-97.8% | $5,403-97.8% |