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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 | $11,474 | $44,850-74.4% | $60,547-81.0% | $59,633-80.8% |
| Participation rate | 71.4% | 59.5%+12.0pp | 68.0%+3.5pp | 68.7%+2.8pp |
| Annual return | -1.52% | 1074.14%-1075.7pp | 335.64%-337.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,803 | $1,462+23.4% | $2,419-25.5% | $2,203-18.1% |
| Participant deferral / active EE | $949 | $2,230-57.4% | $3,328-71.5% | $3,192-70.3% |
| Admin fee / account holder | $169 | $3,635-95.4% | $4,536-96.3% | $4,297-96.1% |