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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 | $3,977 | $71,873-94.5% | $86,698-95.4% | $68,490-94.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -5.19% | 3.54%-8.7pp | 35.96%-41.2pp | -7.85%+2.7pp |
| Employer contribution / active EE | $2,402 | $2,173+10.5% | $2,837-15.3% | $2,597-7.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4 | $6,110-99.9% | $7,492-99.9% | $5,403-99.9% |