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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 | $7,159 | $82,674-91.3% | $125,363-94.3% | $68,495-89.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,334 | $3,382-31.0% | $4,815-51.5% | $2,596-10.1% |
| Participant deferral / active EE | $4,074 | $6,111-33.3% | $7,447-45.3% | $4,028+1.1% |
| Admin fee / account holder | $2 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |