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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 | $14,978 | $59,813-75.0% | $79,580-81.2% | $68,486-78.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.58% | -12.30%-2.3pp | 0.15%-14.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,840 | $3,024-39.2% | $3,985-53.8% | $4,028-54.3% |
| Admin fee / account holder | $28 | $4,835-99.4% | $6,835-99.6% | $5,404-99.5% |