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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 | $3,360 | $73,019-95.4% | $90,766-96.3% | $68,490-95.1% |
| Participation rate | 70.6% | 70.8%-0.2pp | 75.7%-5.1pp | 67.9%+2.7pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $872 | $2,193-60.2% | $2,922-70.2% | $2,597-66.4% |
| Participant deferral / active EE | $1,717 | $3,626-52.7% | $4,565-62.4% | $4,028-57.4% |
| Admin fee / account holder | $0 | $5,897-100.0% | $8,446-100.0% | $5,403-100.0% |