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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 | $5,046 | $68,996-92.7% | $159,991-96.8% | $68,495-92.6% |
| Participation rate | 75.9% | 65.4%+10.5pp | 78.0%-2.1pp | 67.9%+8.0pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.82%-408.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,753 | $4,211-10.9% | $6,183-39.3% | $4,028-6.8% |
| Admin fee / account holder | $0 | $4,797-100.0% | $8,715-100.0% | $5,403-100.0% |