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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 | $11,002 | $142,409-92.3% | $119,634-90.8% | $134,545-91.8% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,435 | $5,224-53.4% | $4,232-42.5% | $4,742-48.6% |
| Participant deferral / active EE | $6,673 | $6,468+3.2% | $5,601+19.1% | $6,401+4.2% |
| Admin fee / account holder | $88 | $13,594-99.4% | $10,329-99.2% | $11,431-99.2% |