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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 | $7,770 | $67,411-88.5% | $91,004-91.5% | $70,126-88.9% |
| 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 | $1,223 | $1,786-31.5% | $2,456-50.2% | $2,343-47.8% |
| Participant deferral / active EE | $6,817 | $2,823+141.5% | $3,548+92.2% | $3,332+104.6% |
| Admin fee / account holder | $91 | $4,236-97.8% | $5,417-98.3% | $4,645-98.0% |