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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 | $9,273 | $69,518-86.7% | $59,883-84.5% | $135,377-93.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.41% | 7.95%-15.4pp | 3.46%-10.9pp | 519.75%-527.2pp |
| Employer contribution / active EE | $3,300 | $3,235+2.0% | $2,722+21.2% | $4,779-30.9% |
| Participant deferral / active EE | $4,240 | $4,204+0.8% | $3,402+24.6% | $5,609-24.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |