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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 | $14,039 | $142,358-90.1% | $119,615-88.3% | $134,493-89.6% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,088 | $5,223-79.2% | $4,232-74.3% | $4,740-77.0% |
| Participant deferral / active EE | $2,913 | $6,470-55.0% | $5,602-48.0% | $6,400-54.5% |
| Admin fee / account holder | $7 | $13,585-100.0% | $10,324-99.9% | $11,425-99.9% |