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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 | $11,839 | $75,962-84.4% | $154,108-92.3% | $64,173-81.6% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -6.25% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $468 | $3,350-86.0% | $5,298-91.2% | $2,381-80.3% |
| Participant deferral / active EE | $1,403 | $3,175-55.8% | $5,081-72.4% | $3,470-59.6% |
| Admin fee / account holder | $42 | $5,589-99.2% | $13,411-99.7% | $4,887-99.1% |