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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 | $9,523 | $75,935-87.5% | $60,547-84.3% | $125,388-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.81% | -5.38%+4.6pp | 335.64%-336.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,390 | $4,506-69.1% | $3,328-58.2% | $5,352-74.0% |
| Admin fee / account holder | $45 | $6,768-99.3% | $4,536-99.0% | $9,541-99.5% |