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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 | $7,924 | $107,809-92.6% | $90,657-91.3% | $135,380-94.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.29% | -0.90%-5.4pp | 1.89%-8.2pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,755 | $3,018-41.9% | $2,532-30.7% | $4,779-63.3% |
| Participant deferral / active EE | $3,313 | $3,872-14.4% | $3,424-3.2% | $5,609-40.9% |
| Admin fee / account holder | $25 | $5,931-99.6% | $4,994-99.5% | $10,828-99.8% |