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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 | $7,235 | $45,152-84.0% | $73,835-90.2% | $59,633-87.9% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | -2.14% | 27.40%-29.5pp | 2268.13%-2270.3pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $288 | $1,901-84.9% | $2,788-89.7% | $2,203-86.9% |
| Participant deferral / active EE | $1,596 | $2,573-38.0% | $3,583-55.5% | $3,192-50.0% |
| Admin fee / account holder | $143 | $3,515-95.9% | $4,880-97.1% | $4,297-96.7% |