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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 | $12,518 | $43,730-71.4% | $121,220-89.7% | $64,173-80.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -7.78% | 68.94%-76.7pp | 16.94%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $763 | $1,297-41.2% | $4,023-81.0% | $2,381-68.0% |
| Participant deferral / active EE | $1,748 | $2,281-23.4% | $3,345-47.7% | $3,470-49.6% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |