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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 | $9,214 | $43,730-78.9% | $121,220-92.4% | $64,173-85.6% |
| Participation rate | 78.5% | 58.3%+20.1pp | 71.8%+6.7pp | 69.6%+8.9pp |
| Annual return | -7.48% | 68.94%-76.4pp | 16.94%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $790 | $1,297-39.1% | $4,023-80.4% | $2,381-66.8% |
| Participant deferral / active EE | $1,243 | $2,281-45.5% | $3,345-62.9% | $3,470-64.2% |
| Admin fee / account holder | $201 | $3,502-94.3% | $5,021-96.0% | $4,887-95.9% |