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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 | $2,194 | $43,338-94.9% | $59,887-96.3% | $64,173-96.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,332 | $2,030-34.4% | $2,722-51.1% | $2,381-44.1% |
| Participant deferral / active EE | $1,108 | $2,547-56.5% | $3,402-67.4% | $3,470-68.1% |
| Admin fee / account holder | $43 | $3,007-98.6% | $3,591-98.8% | $4,887-99.1% |