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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 | $8,977 | $95,915-90.6% | $79,580-88.7% | $134,532-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.02% | -2.71%-12.3pp | 0.15%-15.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,284 | $3,129-59.0% | $2,413-46.8% | $4,741-72.9% |
| Participant deferral / active EE | $6,503 | $4,693+38.6% | $3,985+63.2% | $6,401+1.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |