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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 | $5,592 | $95,188-94.1% | $76,518-92.7% | $135,379-95.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.47% | 4.85%-13.3pp | -0.27%-8.2pp | 519.79%-528.3pp |
| Employer contribution / active EE | $419 | $3,303-87.3% | $2,647-84.2% | $4,779-91.2% |
| Participant deferral / active EE | $3,895 | $4,640-16.1% | $3,836+1.5% | $5,609-30.6% |
| Admin fee / account holder | $82 | $6,249-98.7% | $4,849-98.3% | $10,828-99.2% |