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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 | $3,606 | $105,866-96.6% | $90,766-96.0% | $134,545-97.3% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,348 | $3,464-61.1% | $2,922-53.9% | $4,742-71.6% |
| Participant deferral / active EE | $2,683 | $5,217-48.6% | $4,565-41.2% | $6,401-58.1% |
| Admin fee / account holder | $35 | $13,938-99.8% | $8,446-99.6% | $11,431-99.7% |