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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 | $6,286 | $105,867-94.1% | $90,760-93.1% | $134,532-95.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,552 | $3,464-55.2% | $2,922-46.9% | $4,741-67.3% |
| Participant deferral / active EE | $4,181 | $5,217-19.9% | $4,565-8.4% | $6,401-34.7% |
| Admin fee / account holder | $243 | $13,936-98.3% | $8,444-97.1% | $11,429-97.9% |