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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 | $3,790 | $59,819-93.7% | $79,583-95.2% | $68,490-94.5% |
| Participation rate | 83.9% | 61.1%+22.8pp | 69.5%+14.4pp | 67.9%+16.0pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,087 | $1,505-27.8% | $2,414-55.0% | $2,597-58.2% |
| Participant deferral / active EE | $2,068 | $3,025-31.6% | $3,986-48.1% | $4,028-48.7% |
| Admin fee / account holder | $3 | $4,835-99.9% | $6,835-100.0% | $5,403-99.9% |