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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 | $12,269 | $142,361-91.4% | $119,608-89.7% | $134,509-90.9% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.3%+3.1pp | 81.2%+1.1pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,462 | $5,224-72.0% | $4,232-65.5% | $4,741-69.2% |
| Participant deferral / active EE | $8,701 | $6,468+34.5% | $5,601+55.3% | $6,400+36.0% |
| Admin fee / account holder | $14 | $13,588-99.9% | $10,326-99.9% | $11,427-99.9% |