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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 | $7,633 | $84,518-91.0% | $67,704-88.7% | $125,389-93.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.36% | 2.57%-4.9pp | 25.41%-27.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $539 | $3,292-83.6% | $2,559-78.9% | $4,866-88.9% |
| Participant deferral / active EE | $899 | $4,430-79.7% | $3,585-74.9% | $5,352-83.2% |
| Admin fee / account holder | $70 | $5,340-98.7% | $4,255-98.4% | $9,541-99.3% |