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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 | $3,250 | $82,314-96.1% | $68,808-95.3% | $134,532-97.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -19.90% | -2.18%-17.7pp | -6.37%-13.5pp | 418.27%-438.2pp |
| Employer contribution / active EE | $790 | $3,301-76.1% | $2,656-70.3% | $4,741-83.3% |
| Participant deferral / active EE | $1,291 | $4,740-72.8% | $3,942-67.2% | $6,401-79.8% |
| Admin fee / account holder | $27 | $6,484-99.6% | $4,936-99.5% | $11,429-99.8% |