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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 | $12,460 | $97,881-87.3% | $80,004-84.4% | $125,389-90.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.29% | 9.36%-12.6pp | 7.63%-10.9pp | 282.24%-285.5pp |
| Employer contribution / active EE | $681 | $3,128-78.2% | $2,473-72.5% | $4,866-86.0% |
| Participant deferral / active EE | $3,501 | $3,744-6.5% | $3,204+9.3% | $5,352-34.6% |
| Admin fee / account holder | $126 | $6,278-98.0% | $5,033-97.5% | $9,541-98.7% |