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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 | $11,533 | $97,881-88.2% | $80,004-85.6% | $125,389-90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.38% | 9.36%-12.7pp | 7.63%-11.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $3,571 | $3,128+14.2% | $2,473+44.4% | $4,866-26.6% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |