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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 | $6,309 | $53,546-88.2% | $69,890-91.0% | $68,490-90.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -6.53% | -13.87%+7.3pp | 190.84%-197.4pp | -7.85%+1.3pp |
| Employer contribution / active EE | $2,713 | $2,019+34.4% | $2,560+6.0% | $2,597+4.5% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $52 | $4,693-98.9% | $6,267-99.2% | $5,403-99.0% |