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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 | $11,245 | $97,020-88.4% | $83,327-86.5% | $135,380-91.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.50% | 12.31%-20.8pp | 10.64%-19.1pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,944 | $4,144-53.1% | $3,379-42.5% | $4,779-59.3% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20 | $8,426-99.8% | $7,540-99.7% | $10,828-99.8% |