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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 | $3,392 | $48,267-93.0% | $68,794-95.1% | $68,495-95.0% |
| Participation rate | 76.2% | 60.7%+15.5pp | 69.0%+7.2pp | 67.9%+8.3pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,276 | $1,829-30.3% | $2,656-52.0% | $2,596-50.9% |
| Participant deferral / active EE | $1,306 | $2,867-54.4% | $3,941-66.9% | $4,028-67.6% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,934-100.0% | $5,403-100.0% |