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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 | $8,081 | $95,915-91.6% | $79,580-89.8% | $134,532-94.0% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -19.33% | -2.71%-16.6pp | 0.15%-19.5pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,177 | $3,129-62.4% | $2,413-51.2% | $4,741-75.2% |
| Participant deferral / active EE | $2,573 | $4,693-45.2% | $3,985-35.4% | $6,401-59.8% |
| Admin fee / account holder | $11 | $9,132-99.9% | $6,835-99.8% | $11,429-99.9% |