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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 | $11,936 | $77,817-84.7% | $123,553-90.3% | $64,173-81.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.94% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,019 | $3,014-33.0% | $4,628-56.4% | $2,381-15.2% |
| Participant deferral / active EE | $3,220 | $5,240-38.6% | $6,426-49.9% | $3,470-7.2% |
| Admin fee / account holder | $12 | $5,519-99.8% | $9,284-99.9% | $4,887-99.7% |