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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 | $3,288 | $93,117-96.5% | $77,096-95.7% | $134,532-97.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.77% | 62.67%-83.4pp | 42.35%-63.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $493 | $3,420-85.6% | $2,814-82.5% | $4,741-89.6% |
| Participant deferral / active EE | $2,940 | $5,241-43.9% | $4,429-33.6% | $6,401-54.1% |
| Admin fee / account holder | $12 | $6,948-99.8% | $5,428-99.8% | $11,429-99.9% |