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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 | $5,652 | $54,355-89.6% | $82,744-93.2% | $68,486-91.7% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.2pp | 67.9%+29.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,900 | $2,219-14.4% | $3,008-36.8% | $2,597-26.8% |
| Participant deferral / active EE | $4,079 | $3,246+25.6% | $4,395-7.2% | $4,028+1.3% |
| Admin fee / account holder | $145 | $4,397-96.7% | $5,325-97.3% | $5,404-97.3% |