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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 | $7,850 | $42,383-81.5% | $76,518-89.7% | $64,173-87.8% |
| Participation rate | 84.6% | 58.1%+26.5pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,521 | $2,566+37.2% | $3,836-8.2% | $3,470+1.5% |
| Admin fee / account holder | $150 | $3,198-95.3% | $4,849-96.9% | $4,887-96.9% |