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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 | $4,302 | $64,729-93.4% | $112,263-96.2% | $68,490-93.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,993 | $2,746-27.4% | $3,636-45.2% | $2,597-23.3% |
| Participant deferral / active EE | $2,324 | $3,566-34.8% | $4,729-50.9% | $4,028-42.3% |
| Admin fee / account holder | $28 | $5,222-99.5% | $6,410-99.6% | $5,403-99.5% |