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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 | $10,103 | $97,881-89.7% | $80,004-87.4% | $125,389-91.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.54% | 9.36%-11.9pp | 7.63%-10.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $3,490 | $3,128+11.6% | $2,473+41.2% | $4,866-28.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $86 | $6,278-98.6% | $5,033-98.3% | $9,541-99.1% |