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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 | $9,967 | $87,546-88.6% | $75,784-86.8% | $125,389-92.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.07% | 13.49%-15.6pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,929 | $3,930-50.9% | $3,323-42.0% | $4,866-60.4% |
| Participant deferral / active EE | $2,629 | $4,230-37.8% | $3,652-28.0% | $5,352-50.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |