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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 | $7,658 | $69,541-89.0% | $59,899-87.2% | $135,380-94.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.52% | 7.95%-16.5pp | 3.46%-12.0pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,093 | $4,206-74.0% | $3,402-67.9% | $5,609-80.5% |
| Admin fee / account holder | $212 | $5,737-96.3% | $3,592-94.1% | $10,828-98.0% |