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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 | $9,331 | $95,915-90.3% | $79,580-88.3% | $134,532-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.57% | -2.71%-11.9pp | 0.15%-14.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,687 | $3,129-46.1% | $2,413-30.1% | $4,741-64.4% |
| Participant deferral / active EE | $5,814 | $4,693+23.9% | $3,985+45.9% | $6,401-9.2% |
| Admin fee / account holder | $237 | $9,132-97.4% | $6,835-96.5% | $11,429-97.9% |