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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 | $7,909 | $43,730-81.9% | $121,220-93.5% | $64,173-87.7% |
| Participation rate | 79.5% | 58.3%+21.1pp | 71.8%+7.7pp | 69.6%+9.9pp |
| Annual return | -4.60% | 68.94%-73.5pp | 16.94%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $349 | $1,297-73.1% | $4,023-91.3% | $2,381-85.3% |
| Participant deferral / active EE | $2,591 | $2,281+13.6% | $3,345-22.5% | $3,470-25.3% |
| Admin fee / account holder | $77 | $3,502-97.8% | $5,021-98.5% | $4,887-98.4% |