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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 | $13,481 | $63,953-78.9% | $54,726-75.4% | $135,380-90.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -5.77%+5.8pp | -4.56%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,330 | $4,256-21.8% | $3,449-3.5% | $4,779-30.3% |
| Participant deferral / active EE | $3,416 | $4,810-29.0% | $3,953-13.6% | $5,609-39.1% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,828-100.0% |