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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 | $8,828 | $105,867-91.7% | $90,760-90.3% | $134,532-93.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.11% | -10.99%-8.1pp | -12.16%-7.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,584 | $3,464-54.3% | $2,922-45.8% | $4,741-66.6% |
| Participant deferral / active EE | $1,584 | $5,217-69.6% | $4,565-65.3% | $6,401-75.3% |
| Admin fee / account holder | $143 | $13,936-99.0% | $8,444-98.3% | $11,429-98.8% |