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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 | $15,510 | $131,835-88.2% | $108,582-85.7% | $273,972-94.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.59% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,249 | $4,913-74.6% | $3,758-66.8% | $4,869-74.4% |
| Participant deferral / active EE | $4,059 | $5,127-20.8% | $4,311-5.8% | $5,287-23.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |