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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 | $6,426 | $42,910-85.0% | $60,919-89.5% | $68,490-90.6% |
| Participation rate | 84.1% | 66.8%+17.3pp | 73.1%+11.0pp | 67.9%+16.2pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,074 | $1,978-45.7% | $2,704-60.3% | $2,597-58.6% |
| Participant deferral / active EE | $1,390 | $2,866-51.5% | $3,814-63.5% | $4,028-65.5% |
| Admin fee / account holder | $5 | $3,104-99.8% | $3,228-99.8% | $5,403-99.9% |