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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 | $3,512 | $67,411-94.8% | $91,004-96.1% | $70,126-95.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,310 | $1,786-26.7% | $2,456-46.7% | $2,343-44.1% |
| Participant deferral / active EE | $2,242 | $2,823-20.6% | $3,548-36.8% | $3,332-32.7% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |