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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 | $9,370 | $105,867-91.1% | $90,760-89.7% | $134,532-93.0% |
| 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 | $4,950 | $3,464+42.9% | $2,922+69.4% | $4,741+4.4% |
| Participant deferral / active EE | $4,950 | $5,217-5.1% | $4,565+8.4% | $6,401-22.7% |
| Admin fee / account holder | $3 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |