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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 | $6,844 | $94,529-92.8% | $140,019-95.1% | $64,173-89.3% |
| Participation rate | 76.3% | 84.1%-7.8pp | 87.5%-11.2pp | 69.6%+6.7pp |
| Annual return | -3.90% | 7.77%-11.7pp | 651.17%-655.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |