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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 | $10,280 | $61,789-83.4% | $97,167-89.4% | $80,874-87.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 14.90% | -557.90%+572.8pp | 75.27%-60.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,460 | $1,837-20.5% | $2,729-46.5% | $2,756-47.0% |
| Participant deferral / active EE | $1,968 | $3,028-35.0% | $4,264-53.8% | $4,297-54.2% |
| Admin fee / account holder | $32 | $5,168-99.4% | $5,650-99.4% | $6,935-99.5% |