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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 | $5,811 | $42,909-86.5% | $60,906-90.5% | $68,486-91.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,144 | $1,979+8.3% | $2,703-20.7% | $2,597-17.4% |
| Participant deferral / active EE | $3,622 | $2,866+26.4% | $3,814-5.0% | $4,028-10.1% |
| Admin fee / account holder | $27 | $3,104-99.1% | $3,227-99.2% | $5,404-99.5% |