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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 | $4,778 | $69,012-93.1% | $160,009-97.0% | $68,486-93.0% |
| Participation rate | 80.0% | 65.4%+14.6pp | 78.0%+2.0pp | 67.9%+12.1pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,133 | $2,212-48.8% | $4,225-73.2% | $2,597-56.4% |
| Participant deferral / active EE | $2,601 | $4,212-38.2% | $6,183-57.9% | $4,028-35.4% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |