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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 | $6,512 | $64,716-89.9% | $112,258-94.2% | $68,495-90.5% |
| Participation rate | 89.4% | 67.2%+22.2pp | 75.1%+14.3pp | 67.9%+21.5pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.47%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $830 | $2,746-69.8% | $3,636-77.2% | $2,596-68.0% |
| Participant deferral / active EE | $1,947 | $3,565-45.4% | $4,728-58.8% | $4,028-51.7% |
| Admin fee / account holder | $100 | $5,232-98.1% | $6,411-98.4% | $5,403-98.1% |