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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 | $5,207 | $175,600-97.0% | $129,110-96.0% | $134,509-96.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.3%+10.2pp | 81.2%+6.3pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,729 | $6,355-72.8% | $5,052-65.8% | $4,741-63.5% |
| Participant deferral / active EE | $3,197 | $7,975-59.9% | $6,542-51.1% | $6,400-50.1% |
| Admin fee / account holder | $44 | $23,567-99.8% | $14,302-99.7% | $11,427-99.6% |