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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 | $7,838 | $158,852-95.1% | $121,220-93.5% | $135,379-94.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.63% | -0.64%-5.0pp | 16.94%-22.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $67 | $5,666-98.8% | $4,023-98.3% | $4,779-98.6% |
| Participant deferral / active EE | $67 | $4,006-98.3% | $3,345-98.0% | $5,609-98.8% |
| Admin fee / account holder | $36 | $6,515-99.5% | $5,021-99.3% | $10,828-99.7% |