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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 | $3,821 | $91,911-95.8% | $68,793-94.4% | $135,382-97.2% |
| Participation rate | 88.9% | 76.7%+12.1pp | 72.2%+16.7pp | 82.6%+6.2pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $755 | $3,924-80.8% | $2,625-71.2% | $4,779-84.2% |
| Participant deferral / active EE | $3,941 | $4,315-8.7% | $3,311+19.0% | $5,609-29.7% |
| Admin fee / account holder | $117 | $9,240-98.7% | $5,131-97.7% | $10,829-98.9% |