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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 | $3,478 | $53,546-93.5% | $69,890-95.0% | $68,490-94.9% |
| Participation rate | 92.5% | 64.5%+27.9pp | 70.5%+22.0pp | 67.9%+24.6pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.84%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $732 | $2,019-63.7% | $2,560-71.4% | $2,597-71.8% |
| Participant deferral / active EE | $2,307 | $2,957-22.0% | $3,848-40.1% | $4,028-42.7% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,267-100.0% | $5,403-100.0% |