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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 | $6,161 | $100,811-93.9% | $86,698-92.9% | $134,545-95.4% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -12.59% | 29.11%-41.7pp | 35.96%-48.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $1,330 | $3,490-61.9% | $2,837-53.1% | $4,742-72.0% |
| Participant deferral / active EE | $3,425 | $5,339-35.9% | $4,656-26.4% | $6,401-46.5% |
| Admin fee / account holder | $43 | $10,926-99.6% | $7,492-99.4% | $11,431-99.6% |