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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 | $6,618 | $69,518-90.5% | $59,887-88.9% | $135,379-95.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -6.03% | 7.95%-14.0pp | 3.46%-9.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,123 | $3,235-65.3% | $2,722-58.8% | $4,779-76.5% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $73 | $5,734-98.7% | $3,591-98.0% | $10,828-99.3% |