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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 | $6,576 | $100,805-93.5% | $86,698-92.4% | $134,532-95.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.78% | 29.09%-42.9pp | 35.95%-49.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,083 | $3,490-69.0% | $2,837-61.8% | $4,741-77.2% |
| Participant deferral / active EE | $1,806 | $5,339-66.2% | $4,656-61.2% | $6,401-71.8% |
| Admin fee / account holder | $86 | $10,925-99.2% | $7,493-98.9% | $11,429-99.2% |