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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 | $7,829 | $83,908-90.7% | $68,509-88.6% | $125,389-93.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.71% | 14.48%-16.2pp | 8.27%-10.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $704 | $3,031-76.8% | $2,278-69.1% | $4,866-85.5% |
| Participant deferral / active EE | $1,760 | $4,125-57.3% | $3,382-48.0% | $5,352-67.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |