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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 | $5,359 | $105,866-94.9% | $90,766-94.1% | $134,545-96.0% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,480 | $3,464-57.3% | $2,922-49.3% | $4,742-68.8% |
| Participant deferral / active EE | $3,119 | $5,217-40.2% | $4,565-31.7% | $6,401-51.3% |
| Admin fee / account holder | $10 | $13,938-99.9% | $8,446-99.9% | $11,431-99.9% |