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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 | $10,457 | $105,866-90.1% | $90,766-88.5% | $134,545-92.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,413 | $3,464-59.2% | $2,922-51.6% | $4,742-70.2% |
| Participant deferral / active EE | $2,701 | $5,217-48.2% | $4,565-40.8% | $6,401-57.8% |
| Admin fee / account holder | $10 | $13,938-99.9% | $8,446-99.9% | $11,431-99.9% |