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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 | $6,176 | $100,811-93.9% | $86,698-92.9% | $134,545-95.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.25% | 29.11%-41.4pp | 35.96%-48.2pp | 418.37%-430.6pp |
| Employer contribution / active EE | $1,890 | $3,490-45.8% | $2,837-33.4% | $4,742-60.1% |
| Participant deferral / active EE | $4,533 | $5,339-15.1% | $4,656-2.6% | $6,401-29.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |