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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 | $8,619 | $57,352-85.0% | $83,831-89.7% | $64,173-86.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.99%-858.2pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,870 | $2,546-26.5% | $3,631-48.5% | $2,381-21.5% |
| Participant deferral / active EE | $3,466 | $2,993+15.8% | $4,082-15.1% | $3,470-0.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |