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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 | $9,480 | $73,867-87.2% | $143,770-93.4% | $68,498-86.2% |
| Participation rate | 98.5% | 66.7%+31.9pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -16.90% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,792 | $3,184-43.7% | $4,951-63.8% | $2,596-31.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |