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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 | $8,742 | $113,941-92.3% | $94,229-90.7% | $125,389-93.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.41% | 5.29%-8.7pp | 10.68%-14.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,181 | $4,727-53.9% | $3,587-39.2% | $4,866-55.2% |
| Participant deferral / active EE | $2,612 | $5,179-49.6% | $4,320-39.5% | $5,352-51.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |