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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 | $3,141 | $64,729-95.1% | $112,263-97.2% | $68,490-95.4% |
| Participation rate | 84.4% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.5pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $875 | $2,746-68.1% | $3,636-75.9% | $2,597-66.3% |
| Participant deferral / active EE | $1,878 | $3,566-47.3% | $4,729-60.3% | $4,028-53.4% |
| Admin fee / account holder | $23 | $5,222-99.6% | $6,410-99.6% | $5,403-99.6% |