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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 | $7,026 | $95,917-92.7% | $79,583-91.2% | $134,545-94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.15% | -2.70%-9.5pp | 0.16%-12.3pp | 418.37%-430.5pp |
| Employer contribution / active EE | $1,689 | $3,129-46.0% | $2,414-30.0% | $4,742-64.4% |
| Participant deferral / active EE | $1,854 | $4,694-60.5% | $3,986-53.5% | $6,401-71.0% |
| Admin fee / account holder | $71 | $9,132-99.2% | $6,835-99.0% | $11,431-99.4% |