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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 | $9,588 | $140,578-93.2% | $100,671-90.5% | $125,389-92.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.08% | 24.67%-27.8pp | 20.43%-23.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $563 | $5,965-90.6% | $4,012-86.0% | $4,866-88.4% |
| Participant deferral / active EE | $3,000 | $3,981-24.6% | $3,144-4.6% | $5,352-43.9% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |