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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 | $5,169 | $42,910-88.0% | $60,919-91.5% | $68,490-92.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,131 | $1,978+58.3% | $2,704+15.8% | $2,597+20.6% |
| Participant deferral / active EE | $4,342 | $2,866+51.5% | $3,814+13.8% | $4,028+7.8% |
| Admin fee / account holder | $231 | $3,104-92.6% | $3,228-92.9% | $5,403-95.7% |