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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 | $6,778 | $105,861-93.6% | $90,756-92.5% | $134,509-95.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,681 | $3,463-22.6% | $2,922-8.2% | $4,741-43.4% |
| Participant deferral / active EE | $4,115 | $5,217-21.1% | $4,565-9.9% | $6,400-35.7% |
| Admin fee / account holder | $3 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |