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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 | $11,867 | $107,806-89.0% | $90,655-86.9% | $135,382-91.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.17% | -0.90%-7.3pp | 1.89%-10.1pp | 519.77%-527.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,269 | $3,872-67.2% | $3,425-63.0% | $5,609-77.4% |
| Admin fee / account holder | $31 | $5,931-99.5% | $4,994-99.4% | $10,829-99.7% |