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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 | $11,842 | $43,504-72.8% | $68,612-82.7% | $56,289-79.0% |
| Participation rate | 86.3% | 67.8%+18.4pp | 72.2%+14.0pp | 69.9%+16.4pp |
| Annual return | 0.00% | -3.15%+3.1pp | -4.63%+4.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $525 | $1,525-65.6% | $2,625-80.0% | $2,111-75.1% |
| Participant deferral / active EE | $1,795 | $2,509-28.5% | $3,311-45.8% | $3,350-46.4% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |