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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 | $4,236 | $131,835-96.8% | $108,582-96.1% | $273,972-98.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,349 | $4,913-72.5% | $3,758-64.1% | $4,869-72.3% |
| Participant deferral / active EE | $2,310 | $5,127-55.0% | $4,311-46.4% | $5,287-56.3% |
| Admin fee / account holder | $20 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |