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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 | $5,526 | $72,404-92.4% | $110,243-95.0% | $64,173-91.4% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.6%+10.0pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,091 | $2,282-8.4% | $3,827-45.4% | $2,381-12.2% |
| Participant deferral / active EE | $3,502 | $3,469+0.9% | $4,672-25.0% | $3,470+0.9% |
| Admin fee / account holder | $210 | $5,664-96.3% | $8,548-97.5% | $4,887-95.7% |