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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 | $12,980 | $86,701-85.0% | $73,309-82.3% | $125,388-89.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.38% | 2.78%-5.2pp | 5.67%-8.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,863 | $4,152-55.1% | $3,237-42.4% | $4,866-61.7% |
| Participant deferral / active EE | $2,565 | $5,549-53.8% | $4,991-48.6% | $5,352-52.1% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |