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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 | $4,707 | $95,915-95.1% | $79,580-94.1% | $134,532-96.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,507 | $3,129+12.1% | $2,413+45.3% | $4,741-26.0% |
| Participant deferral / active EE | $1,200 | $4,693-74.4% | $3,985-69.9% | $6,401-81.3% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |