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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 | $142,361-92.3% | $119,608-90.8% | $134,509-91.8% |
| 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 | 418.13%-418.1pp |
| Employer contribution / active EE | $2,435 | $5,224-53.4% | $4,232-42.5% | $4,741-48.6% |
| Participant deferral / active EE | $6,673 | $6,468+3.2% | $5,601+19.1% | $6,400+4.3% |
| Admin fee / account holder | $88 | $13,588-99.4% | $10,326-99.1% | $11,427-99.2% |