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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 | $7,740 | $142,409-94.6% | $119,634-93.5% | $134,545-94.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.59% | -12.46%+3.9pp | -14.98%+6.4pp | 418.37%-427.0pp |
| Employer contribution / active EE | $3,940 | $5,224-24.6% | $4,232-6.9% | $4,742-16.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $39 | $13,594-99.7% | $10,329-99.6% | $11,431-99.7% |