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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 | $2,283 | $82,288-97.2% | $68,794-96.7% | $134,509-98.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $917 | $3,301-72.2% | $2,656-65.5% | $4,741-80.7% |
| Participant deferral / active EE | $1,225 | $4,738-74.2% | $3,941-68.9% | $6,400-80.9% |
| Admin fee / account holder | $1 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |