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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 | $11,527 | $49,177-76.6% | $79,466-85.5% | $64,173-82.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.12% | -1.16%-6.0pp | 718.28%-725.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $563 | $2,076-72.9% | $2,800-79.9% | $2,381-76.4% |
| Participant deferral / active EE | $1,164 | $2,821-58.7% | $3,704-68.6% | $3,470-66.5% |
| Admin fee / account holder | $91 | $3,839-97.6% | $5,104-98.2% | $4,887-98.1% |