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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 | $4,208 | $81,900-94.9% | $119,615-96.5% | $68,498-93.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.52% | -23.82%+13.3pp | -14.98%+4.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,320 | $2,693-51.0% | $4,232-68.8% | $2,596-49.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $270 | $6,582-95.9% | $10,324-97.4% | $5,403-95.0% |