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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 | $5,931 | $45,872-87.1% | $77,100-92.3% | $68,490-91.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -5.81% | 1.73%-7.5pp | 42.35%-48.2pp | -7.85%+2.0pp |
| Employer contribution / active EE | $1,393 | $1,650-15.6% | $2,815-50.5% | $2,597-46.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |