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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 | $12,630 | $105,861-88.1% | $90,756-86.1% | $134,509-90.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.13%-418.1pp |
| Employer contribution / active EE | $6,287 | $3,463+81.5% | $2,922+115.2% | $4,741+32.6% |
| Participant deferral / active EE | $8,823 | $5,217+69.1% | $4,565+93.3% | $6,400+37.8% |
| Admin fee / account holder | $9 | $13,938-99.9% | $8,445-99.9% | $11,427-99.9% |