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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 | $4,293 | $53,546-92.0% | $69,890-93.9% | $68,490-93.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.84%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,929 | $2,019-4.5% | $2,560-24.7% | $2,597-25.7% |
| Participant deferral / active EE | $3,052 | $2,957+3.2% | $3,848-20.7% | $4,028-24.2% |
| Admin fee / account holder | $212 | $4,693-95.5% | $6,267-96.6% | $5,403-96.1% |