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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 | $4,920 | $46,697-89.5% | $117,533-95.8% | $68,486-92.8% |
| Participation rate | 88.5% | 56.8%+31.7pp | 70.6%+17.9pp | 67.9%+20.6pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,473 | $1,506-2.2% | $4,179-64.8% | $2,597-43.3% |
| Participant deferral / active EE | $1,789 | $2,637-32.2% | $4,072-56.1% | $4,028-55.6% |
| Admin fee / account holder | $33 | $4,023-99.2% | $5,647-99.4% | $5,404-99.4% |