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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 | $7,597 | $82,678-90.8% | $125,391-93.9% | $68,490-88.9% |
| Participation rate | 80.5% | 75.1%+5.4pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,947 | $3,382-42.4% | $4,816-59.6% | $2,597-25.0% |
| Participant deferral / active EE | $4,427 | $6,111-27.6% | $7,448-40.6% | $4,028+9.9% |
| Admin fee / account holder | $71 | $6,277-98.9% | $10,009-99.3% | $5,403-98.7% |