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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 | $9,680 | $95,193-89.8% | $76,523-87.4% | $135,382-92.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.69% | 4.85%-13.5pp | -0.27%-8.4pp | 519.77%-528.5pp |
| Employer contribution / active EE | $1,305 | $3,302-60.5% | $2,647-50.7% | $4,779-72.7% |
| Participant deferral / active EE | $1,305 | $4,639-71.9% | $3,835-66.0% | $5,609-76.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |