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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 | $8,256 | $92,219-91.0% | $76,767-89.2% | $135,380-93.9% |
| Participation rate | 73.9% | 79.8%-5.9pp | 77.0%-3.1pp | 82.6%-8.7pp |
| Annual return | -0.61% | 5.46%-6.1pp | 2.43%-3.0pp | 519.81%-520.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |