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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 | $9,324 | $78,694-88.2% | $67,652-86.2% | $125,389-92.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.17% | 9.46%-10.6pp | 6625.40%-6626.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,912 | $3,044-37.2% | $2,266-15.6% | $4,866-60.7% |
| Participant deferral / active EE | $4,315 | $4,292+0.5% | $3,560+21.2% | $5,352-19.4% |
| Admin fee / account holder | $8 | $7,403-99.9% | $4,821-99.8% | $9,541-99.9% |