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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 | $18,697 | $113,941-83.6% | $94,229-80.2% | $125,389-85.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.76% | 5.29%-6.0pp | 10.68%-11.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $779 | $4,727-83.5% | $3,587-78.3% | $4,866-84.0% |
| Participant deferral / active EE | $3,414 | $5,179-34.1% | $4,320-21.0% | $5,352-36.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |