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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 | $4,660 | $49,177-90.5% | $79,467-94.1% | $64,173-92.7% |
| Participation rate | 89.7% | 65.0%+24.6pp | 73.3%+16.3pp | 69.6%+20.1pp |
| Annual return | -7.35% | -1.16%-6.2pp | 718.30%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $898 | $2,076-56.7% | $2,800-67.9% | $2,381-62.3% |
| Participant deferral / active EE | $1,542 | $2,821-45.3% | $3,704-58.4% | $3,470-55.5% |
| Admin fee / account holder | $230 | $3,839-94.0% | $5,104-95.5% | $4,887-95.3% |