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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 | $5,378 | $142,358-96.2% | $119,615-95.5% | $134,493-96.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,818 | $5,223-65.2% | $4,232-57.0% | $4,740-61.6% |
| Participant deferral / active EE | $5,978 | $6,470-7.6% | $5,602+6.7% | $6,400-6.6% |
| Admin fee / account holder | $19 | $13,585-99.9% | $10,324-99.8% | $11,425-99.8% |