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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 | $4,679 | $82,314-94.3% | $68,808-93.2% | $134,532-96.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -18.94% | -2.18%-16.8pp | -6.37%-12.6pp | 418.27%-437.2pp |
| Employer contribution / active EE | $872 | $3,301-73.6% | $2,656-67.2% | $4,741-81.6% |
| Participant deferral / active EE | $1,097 | $4,740-76.8% | $3,942-72.2% | $6,401-82.9% |
| Admin fee / account holder | $14 | $6,484-99.8% | $4,936-99.7% | $11,429-99.9% |