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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 | $3,690 | $56,339-93.4% | $104,299-96.5% | $68,490-94.6% |
| Participation rate | 82.6% | 63.3%+19.3pp | 73.3%+9.3pp | 67.9%+14.7pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.62%-24.6pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,283 | $1,960-34.5% | $3,373-62.0% | $2,597-50.6% |
| Participant deferral / active EE | $1,930 | $3,077-37.3% | $4,626-58.3% | $4,028-52.1% |
| Admin fee / account holder | $73 | $4,902-98.5% | $7,339-99.0% | $5,403-98.6% |