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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 | $16,146 | $211,946-92.4% | $169,452-90.5% | $135,380-88.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.44% | 3.26%-10.7pp | 1.83%-9.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $833 | $5,117-83.7% | $4,157-80.0% | $4,779-82.6% |
| Participant deferral / active EE | $2,852 | $6,075-53.1% | $5,277-46.0% | $5,609-49.2% |
| Admin fee / account holder | $3 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |