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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 | $11,023 | $75,962-85.5% | $154,108-92.8% | $64,173-82.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.19% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,860 | $3,350-44.5% | $5,298-64.9% | $2,381-21.9% |
| Participant deferral / active EE | $1,833 | $3,175-42.3% | $5,081-63.9% | $3,470-47.2% |
| Admin fee / account holder | $196 | $5,589-96.5% | $13,411-98.5% | $4,887-96.0% |