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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 | $11,303 | $64,719-82.5% | $112,249-89.9% | $68,486-83.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $7,593 | $2,747+176.4% | $3,636+108.8% | $2,597+192.4% |
| Participant deferral / active EE | $4,153 | $3,565+16.5% | $4,729-12.2% | $4,028+3.1% |
| Admin fee / account holder | $4 | $5,232-99.9% | $6,412-99.9% | $5,404-99.9% |