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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 | $9,656 | $54,239-82.2% | $70,098-86.2% | $68,495-85.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -2.11% | -13.87%+11.8pp | 190.76%-192.9pp | -7.84%+5.7pp |
| Employer contribution / active EE | $890 | $2,019-55.9% | $2,560-65.2% | $2,596-65.7% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $101 | $4,691-97.8% | $6,266-98.4% | $5,403-98.1% |