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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 | $12,804 | $175,646-92.7% | $129,118-90.1% | $134,545-90.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,122 | $6,355-66.6% | $5,051-58.0% | $4,742-55.2% |
| Participant deferral / active EE | $10,770 | $7,970+35.1% | $6,539+64.7% | $6,401+68.2% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |