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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 | $11,054 | $95,188-88.4% | $76,518-85.6% | $135,380-91.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.29% | 4.85%-13.1pp | -0.27%-8.0pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,418 | $3,303-57.1% | $2,647-46.4% | $4,779-70.3% |
| Participant deferral / active EE | $2,886 | $4,640-37.8% | $3,836-24.7% | $5,609-48.5% |
| Admin fee / account holder | $8 | $6,249-99.9% | $4,849-99.8% | $10,828-99.9% |