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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 | $4,017 | $81,870-95.1% | $119,634-96.6% | $68,490-94.1% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.8pp | 67.9%+26.2pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,182 | $2,692-18.9% | $4,232-48.4% | $2,597-16.0% |
| Participant deferral / active EE | $3,651 | $4,148-12.0% | $5,601-34.8% | $4,028-9.3% |
| Admin fee / account holder | $276 | $6,583-95.8% | $10,329-97.3% | $5,403-94.9% |