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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 | $11,745 | $84,518-86.1% | $67,704-82.7% | $125,389-90.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.72% | 2.57%-3.3pp | 25.41%-26.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $687 | $3,292-79.1% | $2,559-73.1% | $4,866-85.9% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $101 | $5,340-98.1% | $4,255-97.6% | $9,541-98.9% |