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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 | $11,101 | $142,409-92.2% | $119,634-90.7% | $134,545-91.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,740 | $5,224-66.7% | $4,232-58.9% | $4,742-63.3% |
| Participant deferral / active EE | $7,809 | $6,468+20.7% | $5,601+39.4% | $6,401+22.0% |
| Admin fee / account holder | $191 | $13,594-98.6% | $10,329-98.1% | $11,431-98.3% |