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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 | $9,029 | $90,519-90.0% | $93,789-90.4% | $134,493-93.3% |
| Participation rate | 90.9% | 82.0%+9.0pp | 81.0%+10.0pp | 81.2%+9.7pp |
| Annual return | -8.39% | -15.72%+7.3pp | -11.33%+2.9pp | 418.01%-426.4pp |
| Employer contribution / active EE | $1,818 | $4,343-58.1% | $4,323-57.9% | $4,740-61.6% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $43 | $9,252-99.5% | $7,195-99.4% | $11,425-99.6% |