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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 | $3,260 | $64,729-95.0% | $112,263-97.1% | $68,490-95.2% |
| Participation rate | 73.5% | 67.2%+6.4pp | 75.1%-1.5pp | 67.9%+5.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,344 | $2,746-51.0% | $3,636-63.0% | $2,597-48.2% |
| Participant deferral / active EE | $1,747 | $3,566-51.0% | $4,729-63.1% | $4,028-56.6% |
| Admin fee / account holder | $110 | $5,222-97.9% | $6,410-98.3% | $5,403-98.0% |