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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 | $9,219 | $53,546-82.8% | $69,884-86.8% | $68,486-86.5% |
| Participation rate | 95.7% | 64.5%+31.2pp | 70.5%+25.3pp | 67.9%+27.9pp |
| Annual return | -18.34% | -13.87%-4.5pp | 190.81%-209.2pp | -7.85%-10.5pp |
| Employer contribution / active EE | $728 | $2,019-63.9% | $2,560-71.6% | $2,597-72.0% |
| Participant deferral / active EE | $1,947 | $2,957-34.1% | $3,848-49.4% | $4,028-51.7% |
| Admin fee / account holder | $175 | $4,693-96.3% | $6,266-97.2% | $5,404-96.8% |