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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 | $6,193 | $64,719-90.4% | $112,249-94.5% | $68,486-91.0% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.1%+14.9pp | 67.9%+22.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,113 | $2,747-23.1% | $3,636-41.9% | $2,597-18.6% |
| Participant deferral / active EE | $5,031 | $3,565+41.1% | $4,729+6.4% | $4,028+24.9% |
| Admin fee / account holder | $13 | $5,232-99.7% | $6,412-99.8% | $5,404-99.8% |