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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 | $9,024 | $95,917-90.6% | $79,583-88.7% | $134,545-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,051 | $3,129-2.5% | $2,414+26.4% | $4,742-35.7% |
| Participant deferral / active EE | $8,193 | $4,694+74.5% | $3,986+105.6% | $6,401+28.0% |
| Admin fee / account holder | $253 | $9,132-97.2% | $6,835-96.3% | $11,431-97.8% |