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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 | $8,341 | $100,805-91.7% | $86,698-90.4% | $134,532-93.8% |
| Participation rate | 86.7% | 79.0%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -18.03% | 29.09%-47.1pp | 35.95%-54.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,364 | $3,490-60.9% | $2,837-51.9% | $4,741-71.2% |
| Participant deferral / active EE | $1,868 | $5,339-65.0% | $4,656-59.9% | $6,401-70.8% |
| Admin fee / account holder | $19 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |