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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 | $6,343 | $64,729-90.2% | $112,263-94.3% | $68,490-90.7% |
| Participation rate | 92.7% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.8pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,552 | $2,746-43.5% | $3,636-57.3% | $2,597-40.2% |
| Participant deferral / active EE | $2,320 | $3,566-34.9% | $4,729-51.0% | $4,028-42.4% |
| Admin fee / account holder | $16 | $5,222-99.7% | $6,410-99.8% | $5,403-99.7% |