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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 | $2,980 | $32,425-90.8% | $74,577-96.0% | $55,167-94.6% |
| Participation rate | 90.1% | 54.0%+36.1pp | 68.1%+21.9pp | 69.0%+21.1pp |
| Annual return | 0.00% | 10.63%-10.6pp | 20.47%-20.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $756 | $1,043-27.6% | $2,525-70.1% | $1,963-61.5% |
| Participant deferral / active EE | $1,065 | $1,995-46.6% | $3,458-69.2% | $3,054-65.1% |
| Admin fee / account holder | $36 | $748-95.2% | $4,138-99.1% | $504-92.8% |