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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 | $10,657 | $105,861-89.9% | $90,756-88.3% | $134,509-92.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,070 | $3,463-69.1% | $2,922-63.4% | $4,741-77.4% |
| Participant deferral / active EE | $8,429 | $5,217+61.6% | $4,565+84.6% | $6,400+31.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |