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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 | $23,133 | $36,148-36.0% | $164,721-86.0% | $107,032-78.4% |
| Participation rate | 100.0% | 16.7%+83.3pp | 21.0%+79.0pp | 9.9%+90.1pp |
| Annual return | -8.70% | -4.92%-3.8pp | -5.84%-2.9pp | -5.25%-3.5pp |
| Employer contribution / active EE | $9,413 | $10,994-14.4% | $31,839-70.4% | $15,161-37.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $114 | $436-73.8% | $1,000-88.6% | $3,859-97.0% |