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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 | $12,952 | $105,866-87.8% | $90,766-85.7% | $134,545-90.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,196 | $3,464+21.1% | $2,922+43.6% | $4,742-11.5% |
| Participant deferral / active EE | $8,759 | $5,217+67.9% | $4,565+91.9% | $6,401+36.8% |
| Admin fee / account holder | $4 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |