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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 | $11,149 | $87,540-87.3% | $75,781-85.3% | $125,392-91.1% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -3.16% | 13.48%-16.6pp | 9.68%-12.8pp | 282.23%-285.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,541-100.0% |