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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 | $15,063 | $82,678-81.8% | $125,391-88.0% | $68,490-78.0% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,307 | $3,382-31.8% | $4,816-52.1% | $2,597-11.2% |
| Participant deferral / active EE | $4,541 | $6,111-25.7% | $7,448-39.0% | $4,028+12.8% |
| Admin fee / account holder | $150 | $6,277-97.6% | $10,009-98.5% | $5,403-97.2% |