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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 | $4,611 | $64,719-92.9% | $112,249-95.9% | $68,486-93.3% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,006 | $2,747-27.0% | $3,636-44.8% | $2,597-22.7% |
| Participant deferral / active EE | $2,563 | $3,565-28.1% | $4,729-45.8% | $4,028-36.4% |
| Admin fee / account holder | $13 | $5,232-99.7% | $6,412-99.8% | $5,404-99.8% |