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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 | $3,984 | $59,813-93.3% | $79,580-95.0% | $68,486-94.2% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,039 | $1,505+35.5% | $2,413-15.5% | $2,597-21.5% |
| Participant deferral / active EE | $2,762 | $3,024-8.7% | $3,985-30.7% | $4,028-31.4% |
| Admin fee / account holder | $92 | $4,835-98.1% | $6,835-98.7% | $5,404-98.3% |