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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 | $5,035 | $95,188-94.7% | $76,518-93.4% | $135,379-96.3% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -6.50% | 4.85%-11.4pp | -0.27%-6.2pp | 519.79%-526.3pp |
| Employer contribution / active EE | $536 | $3,303-83.8% | $2,647-79.7% | $4,779-88.8% |
| Participant deferral / active EE | $908 | $4,640-80.4% | $3,836-76.3% | $5,609-83.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |