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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 | $12,991 | $127,096-89.8% | $105,736-87.7% | $135,380-90.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.57% | 4.49%-12.1pp | 6.27%-13.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,231 | $4,107-70.0% | $3,268-62.3% | $4,779-74.2% |
| Participant deferral / active EE | $3,448 | $5,064-31.9% | $4,080-15.5% | $5,609-38.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |