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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 | $7,549 | $90,519-91.7% | $93,789-92.0% | $134,493-94.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $3,750 | $4,343-13.7% | $4,323-13.2% | $4,740-20.9% |
| Participant deferral / active EE | $3,750 | $5,978-37.3% | $6,094-38.5% | $6,400-41.4% |
| Admin fee / account holder | $2 | $9,252-100.0% | $7,195-100.0% | $11,425-100.0% |