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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 | $9,073 | $95,915-90.5% | $79,580-88.6% | $134,532-93.3% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,705 | $3,129-45.5% | $2,413-29.3% | $4,741-64.0% |
| Participant deferral / active EE | $5,019 | $4,693+6.9% | $3,985+25.9% | $6,401-21.6% |
| Admin fee / account holder | $15 | $9,132-99.8% | $6,835-99.8% | $11,429-99.9% |