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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 | $5,820 | $175,646-96.7% | $129,118-95.5% | $134,532-95.7% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.2%+6.1pp | 81.2%+2.1pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,291 | $6,355-63.9% | $5,051-54.6% | $4,741-51.7% |
| Participant deferral / active EE | $3,008 | $7,970-62.3% | $6,539-54.0% | $6,401-53.0% |
| Admin fee / account holder | $292 | $23,578-98.8% | $14,305-98.0% | $11,429-97.4% |