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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 | $19,138 | $142,392-86.6% | $119,622-84.0% | $134,532-85.8% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,580 | $5,224-69.8% | $4,232-62.7% | $4,741-66.7% |
| Participant deferral / active EE | $7,804 | $6,467+20.7% | $5,601+39.3% | $6,401+21.9% |
| Admin fee / account holder | $9 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |