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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 | $9,723 | $73,848-86.8% | $143,799-93.2% | $68,486-85.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.06% | 0.91%-12.0pp | -0.04%-11.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $4,659 | $3,184+46.3% | $4,952-5.9% | $2,597+79.4% |
| Participant deferral / active EE | $2,952 | $3,385-12.8% | $5,638-47.6% | $4,028-26.7% |
| Admin fee / account holder | $118 | $5,755-97.9% | $14,677-99.2% | $5,404-97.8% |