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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 | $5,256 | $42,909-87.8% | $60,906-91.4% | $68,486-92.3% |
| Participation rate | 90.9% | 66.8%+24.1pp | 73.1%+17.8pp | 67.9%+23.0pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $601 | $1,979-69.6% | $2,703-77.8% | $2,597-76.8% |
| Participant deferral / active EE | $1,411 | $2,866-50.8% | $3,814-63.0% | $4,028-65.0% |
| Admin fee / account holder | $35 | $3,104-98.9% | $3,227-98.9% | $5,404-99.4% |