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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 | $19,317 | $67,411-71.3% | $91,004-78.8% | $70,126-72.5% |
| Participation rate | 97.0% | 71.4%+25.6pp | 75.6%+21.4pp | 69.5%+27.4pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,206 | $1,786-32.5% | $2,456-50.9% | $2,343-48.5% |
| Participant deferral / active EE | $2,171 | $2,823-23.1% | $3,548-38.8% | $3,332-34.8% |
| Admin fee / account holder | $177 | $4,236-95.8% | $5,417-96.7% | $4,645-96.2% |