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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 | $6,226 | $45,152-86.2% | $73,836-91.6% | $59,633-89.6% |
| Participation rate | 97.2% | 64.0%+33.2pp | 73.4%+23.8pp | 68.7%+28.6pp |
| Annual return | -1.42% | 27.40%-28.8pp | 2268.06%-2269.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,224 | $1,901-35.6% | $2,787-56.1% | $2,203-44.5% |
| Participant deferral / active EE | $2,558 | $2,573-0.6% | $3,583-28.6% | $3,192-19.9% |
| Admin fee / account holder | $146 | $3,515-95.9% | $4,882-97.0% | $4,297-96.6% |