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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 | $5,911 | $95,917-93.8% | $79,583-92.6% | $134,545-95.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.17% | -2.70%-17.5pp | 0.16%-20.3pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,138 | $3,129-63.6% | $2,414-52.8% | $4,742-76.0% |
| Participant deferral / active EE | $2,808 | $4,694-40.2% | $3,986-29.5% | $6,401-56.1% |
| Admin fee / account holder | $261 | $9,132-97.1% | $6,835-96.2% | $11,431-97.7% |