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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 | $7,967 | $45,152-82.4% | $73,836-89.2% | $59,633-86.6% |
| Participation rate | 76.6% | 64.0%+12.6pp | 73.4%+3.2pp | 68.7%+7.9pp |
| Annual return | -0.65% | 27.40%-28.1pp | 2268.06%-2268.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,030 | $1,901-45.9% | $2,787-63.1% | $2,203-53.3% |
| Participant deferral / active EE | $1,256 | $2,573-51.2% | $3,583-64.9% | $3,192-60.6% |
| Admin fee / account holder | $288 | $3,515-91.8% | $4,882-94.1% | $4,297-93.3% |