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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 | $3,285 | $48,235-93.2% | $68,803-95.2% | $68,490-95.2% |
| Participation rate | 92.9% | 60.7%+32.2pp | 69.0%+23.8pp | 67.9%+25.0pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,095 | $1,829-40.1% | $2,656-58.8% | $2,597-57.8% |
| Participant deferral / active EE | $1,891 | $2,867-34.0% | $3,942-52.0% | $4,028-53.1% |
| Admin fee / account holder | $10 | $4,361-99.8% | $4,936-99.8% | $5,403-99.8% |