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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 | $5,370 | $95,917-94.4% | $79,583-93.3% | $134,545-96.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,535 | $3,129-50.9% | $2,414-36.4% | $4,742-67.6% |
| Participant deferral / active EE | $3,884 | $4,694-17.3% | $3,986-2.6% | $6,401-39.3% |
| Admin fee / account holder | $9 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |