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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 | $9,789 | $105,866-90.8% | $90,766-89.2% | $134,545-92.7% |
| Participation rate | 94.1% | 78.3%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,162 | $3,464-37.6% | $2,922-26.0% | $4,742-54.4% |
| Participant deferral / active EE | $4,396 | $5,217-15.7% | $4,565-3.7% | $6,401-31.3% |
| Admin fee / account holder | $74 | $13,938-99.5% | $8,446-99.1% | $11,431-99.4% |