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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 | $10,206 | $72,177-85.9% | $115,038-91.1% | $59,633-82.9% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | -0.79% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,923 | $2,841-32.3% | $4,608-58.3% | $2,203-12.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $90 | $4,927-98.2% | $8,175-98.9% | $4,297-97.9% |