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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 | $7,155 | $92,219-92.2% | $76,767-90.7% | $135,380-94.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.91% | 5.46%-13.4pp | 2.43%-10.3pp | 519.81%-527.7pp |
| Employer contribution / active EE | $764 | $3,216-76.3% | $2,485-69.3% | $4,779-84.0% |
| Participant deferral / active EE | $5,394 | $4,508+19.6% | $3,852+40.0% | $5,609-3.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |