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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 | $3,798 | $64,729-94.1% | $112,263-96.6% | $68,490-94.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,198 | $2,746-56.4% | $3,636-67.0% | $2,597-53.9% |
| Participant deferral / active EE | $3,492 | $3,566-2.1% | $4,729-26.2% | $4,028-13.3% |
| Admin fee / account holder | $68 | $5,222-98.7% | $6,410-98.9% | $5,403-98.7% |