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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 | $3,681 | $71,873-94.9% | $86,698-95.8% | $68,490-94.6% |
| Participation rate | 73.9% | 72.2%+1.7pp | 76.6%-2.7pp | 67.9%+6.0pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,052 | $2,173-51.6% | $2,837-62.9% | $2,597-59.5% |
| Participant deferral / active EE | $1,924 | $3,779-49.1% | $4,656-58.7% | $4,028-52.2% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |