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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 | $9,952 | $107,809-90.8% | $90,657-89.0% | $135,380-92.6% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,294 | $3,018-57.1% | $2,532-48.9% | $4,779-72.9% |
| Participant deferral / active EE | $7,970 | $3,872+105.8% | $3,424+132.7% | $5,609+42.1% |
| Admin fee / account holder | $5 | $5,931-99.9% | $4,994-99.9% | $10,828-100.0% |