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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 | $13,999 | $92,219-84.8% | $76,767-81.8% | $135,380-89.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.48% | 5.46%-11.9pp | 2.43%-8.9pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,316 | $3,216-59.1% | $2,485-47.1% | $4,779-72.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $83 | $10,749-99.2% | $6,675-98.8% | $10,828-99.2% |