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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 | $13,797 | $73,009-81.1% | $90,760-84.8% | $68,486-79.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,089 | $2,193+40.9% | $2,922+5.7% | $2,597+19.0% |
| Participant deferral / active EE | $4,537 | $3,626+25.1% | $4,565-0.6% | $4,028+12.7% |
| Admin fee / account holder | $198 | $5,896-96.6% | $8,444-97.7% | $5,404-96.3% |