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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 | $9,212 | $92,219-90.0% | $76,767-88.0% | $135,380-93.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.15% | 5.46%-8.6pp | 2.43%-5.6pp | 519.81%-523.0pp |
| Employer contribution / active EE | $4,507 | $3,216+40.1% | $2,485+81.3% | $4,779-5.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $47 | $10,749-99.6% | $6,675-99.3% | $10,828-99.6% |