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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 | $9,927 | $105,866-90.6% | $90,766-89.1% | $134,545-92.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.76% | -10.99%-7.8pp | -12.16%-6.6pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,609 | $3,464-24.7% | $2,922-10.7% | $4,742-45.0% |
| Participant deferral / active EE | $3,260 | $5,217-37.5% | $4,565-28.6% | $6,401-49.1% |
| Admin fee / account holder | $38 | $13,938-99.7% | $8,446-99.5% | $11,431-99.7% |