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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 | $7,455 | $59,813-87.5% | $79,580-90.6% | $68,486-89.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,786 | $1,505+85.1% | $2,413+15.4% | $2,597+7.3% |
| Participant deferral / active EE | $4,423 | $3,024+46.2% | $3,985+11.0% | $4,028+9.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |