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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 | $7,648 | $95,917-92.0% | $79,583-90.4% | $134,545-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.09% | -2.70%-17.4pp | 0.16%-20.3pp | 418.37%-438.5pp |
| Employer contribution / active EE | $611 | $3,129-80.5% | $2,414-74.7% | $4,742-87.1% |
| Participant deferral / active EE | $4,793 | $4,694+2.1% | $3,986+20.3% | $6,401-25.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |