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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 | $12,509 | $158,852-92.1% | $121,220-89.7% | $135,380-90.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.79% | -0.64%-4.1pp | 16.94%-21.7pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,266 | $4,006-68.4% | $3,345-62.1% | $5,609-77.4% |
| Admin fee / account holder | $180 | $6,515-97.2% | $5,021-96.4% | $10,828-98.3% |