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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 | $8,220 | $142,409-94.2% | $119,634-93.1% | $134,545-93.9% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,672 | $5,224-48.9% | $4,232-36.9% | $4,742-43.7% |
| Participant deferral / active EE | $4,735 | $6,468-26.8% | $5,601-15.5% | $6,401-26.0% |
| Admin fee / account holder | $15 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |