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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 | $14,361 | $67,411-78.7% | $91,004-84.2% | $70,124-79.5% |
| Participation rate | 96.3% | 71.4%+24.9pp | 75.6%+20.7pp | 69.5%+26.8pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,099 | $1,786-38.4% | $2,456-55.2% | $2,342-53.1% |
| Participant deferral / active EE | $1,342 | $2,823-52.5% | $3,548-62.2% | $3,332-59.7% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |