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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 | $8,778 | $142,409-93.8% | $119,634-92.7% | $134,545-93.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.00% | -12.46%-1.5pp | -14.98%+1.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $1,365 | $5,224-73.9% | $4,232-67.7% | $4,742-71.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26 | $13,594-99.8% | $10,329-99.7% | $11,431-99.8% |