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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 | $2,159 | $142,409-98.5% | $119,634-98.2% | $134,545-98.4% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,209 | $5,224-76.9% | $4,232-71.4% | $4,742-74.5% |
| Participant deferral / active EE | $1,981 | $6,468-69.4% | $5,601-64.6% | $6,401-69.1% |
| Admin fee / account holder | $49 | $13,594-99.6% | $10,329-99.5% | $11,431-99.6% |