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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 | $8,536 | $100,805-91.5% | $86,698-90.2% | $134,532-93.7% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -2.64% | 29.09%-31.7pp | 35.95%-38.6pp | 418.27%-420.9pp |
| Employer contribution / active EE | $1,352 | $3,490-61.3% | $2,837-52.3% | $4,741-71.5% |
| Participant deferral / active EE | $2,407 | $5,339-54.9% | $4,656-48.3% | $6,401-62.4% |
| Admin fee / account holder | $20 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |