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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 | $12,241 | $211,946-94.2% | $169,452-92.8% | $135,379-91.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -8.61% | 3.26%-11.9pp | 1.83%-10.4pp | 519.79%-528.4pp |
| Employer contribution / active EE | $979 | $5,117-80.9% | $4,157-76.5% | $4,779-79.5% |
| Participant deferral / active EE | $2,066 | $6,075-66.0% | $5,277-60.8% | $5,609-63.2% |
| Admin fee / account holder | $50 | $11,472-99.6% | $9,110-99.5% | $10,828-99.5% |