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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 | $90,448-90.0% | $93,786-90.4% | $134,545-93.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 81.0%+9.9pp | 81.2%+9.7pp |
| Annual return | -8.39% | -15.71%+7.3pp | -11.32%+2.9pp | 418.37%-426.8pp |
| Employer contribution / active EE | $1,818 | $4,349-58.2% | $4,328-58.0% | $4,742-61.7% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $43 | $9,232-99.5% | $7,184-99.4% | $11,431-99.6% |