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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 | $17,944 | $45,566-60.6% | $64,105-72.0% | $59,633-69.9% |
| Participation rate | 89.2% | 60.2%+29.0pp | 68.2%+21.0pp | 68.7%+20.5pp |
| Annual return | -0.28% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $276 | $934-70.5% | $1,820-84.8% | $2,203-87.5% |
| Participant deferral / active EE | $1,270 | $2,057-38.3% | $2,822-55.0% | $3,192-60.2% |
| Admin fee / account holder | $158 | $3,268-95.2% | $4,499-96.5% | $4,297-96.3% |