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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 | $3,646 | $50,947-92.8% | $74,551-95.1% | $64,173-94.3% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.1%+9.4pp | 69.6%+9.0pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $936 | $1,115-16.0% | $1,961-52.2% | $2,381-60.7% |
| Participant deferral / active EE | $2,183 | $2,302-5.2% | $3,108-29.8% | $3,470-37.1% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |