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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 | $6,510 | $81,870-92.0% | $119,622-94.6% | $68,486-90.5% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.3pp | 67.9%+20.7pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,763 | $2,692-34.5% | $4,232-58.3% | $2,597-32.1% |
| Participant deferral / active EE | $3,192 | $4,148-23.0% | $5,601-43.0% | $4,028-20.7% |
| Admin fee / account holder | $47 | $6,583-99.3% | $10,328-99.5% | $5,404-99.1% |