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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 | $7,802 | $95,915-91.9% | $79,580-90.2% | $134,532-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,535 | $3,129+13.0% | $2,413+46.5% | $4,741-25.4% |
| Participant deferral / active EE | $5,356 | $4,693+14.1% | $3,985+34.4% | $6,401-16.3% |
| Admin fee / account holder | $63 | $9,132-99.3% | $6,835-99.1% | $11,429-99.4% |