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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 | $6,343 | $50,947-87.6% | $74,549-91.5% | $64,173-90.1% |
| Participation rate | 74.4% | 61.1%+13.4pp | 69.1%+5.3pp | 69.6%+4.8pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $767 | $1,115-31.3% | $1,961-60.9% | $2,381-67.8% |
| Participant deferral / active EE | $1,992 | $2,302-13.5% | $3,108-35.9% | $3,470-42.6% |
| Admin fee / account holder | $55 | $4,221-98.7% | $5,059-98.9% | $4,887-98.9% |