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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 | $3,271 | $90,448-96.4% | $93,786-96.5% | $134,545-97.6% |
| Participation rate | 94.7% | 82.0%+12.8pp | 81.0%+13.7pp | 81.2%+13.5pp |
| Annual return | 0.00% | -15.71%+15.7pp | -11.32%+11.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,377 | $4,349-68.3% | $4,328-68.2% | $4,742-71.0% |
| Participant deferral / active EE | $2,354 | $5,983-60.7% | $6,100-61.4% | $6,401-63.2% |
| Admin fee / account holder | $5 | $9,232-99.9% | $7,184-99.9% | $11,431-100.0% |