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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 | $4,778 | $131,829-96.4% | $108,579-95.6% | $273,968-98.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.29% | -91.57%+101.9pp | -51.70%+62.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,344 | $4,912-31.9% | $3,758-11.0% | $4,869-31.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $222 | $10,252-97.8% | $7,645-97.1% | $10,132-97.8% |