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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 | $9,268 | $95,917-90.3% | $79,583-88.4% | $134,545-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.28% | -2.70%-16.6pp | 0.16%-19.4pp | 418.37%-437.6pp |
| Employer contribution / active EE | $6,671 | $3,129+113.2% | $2,414+176.4% | $4,742+40.7% |
| Participant deferral / active EE | $3,663 | $4,694-22.0% | $3,986-8.1% | $6,401-42.8% |
| Admin fee / account holder | $26 | $9,132-99.7% | $6,835-99.6% | $11,431-99.8% |