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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 | $8,349 | $64,729-87.1% | $112,263-92.6% | $68,490-87.8% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,497 | $2,746-45.5% | $3,636-58.8% | $2,597-42.4% |
| Participant deferral / active EE | $4,000 | $3,566+12.2% | $4,729-15.4% | $4,028-0.7% |
| Admin fee / account holder | $115 | $5,222-97.8% | $6,410-98.2% | $5,403-97.9% |