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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 | $15,822 | $57,352-72.4% | $83,831-81.1% | $64,173-75.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.99%-858.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $870 | $2,546-65.8% | $3,631-76.0% | $2,381-63.5% |
| Participant deferral / active EE | $3,064 | $2,993+2.4% | $4,082-24.9% | $3,470-11.7% |
| Admin fee / account holder | $13 | $4,046-99.7% | $5,479-99.8% | $4,887-99.7% |