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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 | $10,251 | $105,867-90.3% | $90,760-88.7% | $134,532-92.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,066 | $3,464-40.4% | $2,922-29.3% | $4,741-56.4% |
| Participant deferral / active EE | $8,552 | $5,217+63.9% | $4,565+87.3% | $6,401+33.6% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |