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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 | $3,251 | $64,719-95.0% | $112,249-97.1% | $68,486-95.3% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,234 | $2,747-55.1% | $3,636-66.1% | $2,597-52.5% |
| Participant deferral / active EE | $1,708 | $3,565-52.1% | $4,729-63.9% | $4,028-57.6% |
| Admin fee / account holder | $19 | $5,232-99.6% | $6,412-99.7% | $5,404-99.7% |