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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 | $9,333 | $72,404-87.1% | $110,243-91.5% | $64,173-85.5% |
| Participation rate | 98.3% | 73.3%+25.0pp | 79.8%+18.5pp | 69.6%+28.8pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $548 | $2,282-76.0% | $3,827-85.7% | $2,381-77.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $60 | $5,664-98.9% | $8,548-99.3% | $4,887-98.8% |