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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 | $1,609 | $381,890-99.6% | $359,360-99.6% | $564,480-99.7% |
| Participation rate | 100.0% | 88.9%+11.1pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | 1.32% | -11.38%+12.7pp | -10.75%+12.1pp | -14.07%+15.4pp |
| Employer contribution / active EE | $0 | $18,491-100.0% | $18,485-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $9,109-100.0% | $8,159-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $9,603-100.0% | $27,140-100.0% |