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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 | $6,787 | $95,188-92.9% | $76,518-91.1% | $135,380-95.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.17% | 4.85%-11.0pp | -0.27%-5.9pp | 519.81%-526.0pp |
| Employer contribution / active EE | $4,012 | $3,303+21.5% | $2,647+51.6% | $4,779-16.0% |
| Participant deferral / active EE | $3,083 | $4,640-33.5% | $3,836-19.6% | $5,609-45.0% |
| Admin fee / account holder | $21 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |