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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 | $2,151 | $50,947-95.8% | $74,551-97.1% | $64,173-96.6% |
| Participation rate | 97.8% | 61.1%+36.8pp | 69.1%+28.7pp | 69.6%+28.3pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $986 | $1,115-11.6% | $1,961-49.7% | $2,381-58.6% |
| Participant deferral / active EE | $1,548 | $2,302-32.7% | $3,108-50.2% | $3,470-55.4% |
| Admin fee / account holder | $32 | $4,221-99.2% | $5,059-99.4% | $4,887-99.3% |