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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 | $5,254 | $51,226-89.7% | $82,706-93.6% | $66,930-92.1% |
| Participation rate | 76.2% | 67.9%+8.3pp | 72.6%+3.6pp | 69.8%+6.4pp |
| Annual return | 0.00% | -9.61%+9.6pp | 701.76%-701.8pp | 1.57%-1.6pp |
| Employer contribution / active EE | $1,543 | $2,612-40.9% | $3,007-48.7% | $2,545-39.4% |
| Participant deferral / active EE | $3,557 | $3,460+2.8% | $4,394-19.0% | $4,238-16.1% |
| Admin fee / account holder | $207 | $416-50.3% | $5,329-96.1% | $593-65.2% |