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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 | $6,988 | $82,678-91.5% | $125,391-94.4% | $68,490-89.8% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,749 | $3,382-18.7% | $4,816-42.9% | $2,597+5.9% |
| Participant deferral / active EE | $3,188 | $6,111-47.8% | $7,448-57.2% | $4,028-20.9% |
| Admin fee / account holder | $109 | $6,277-98.3% | $10,009-98.9% | $5,403-98.0% |