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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 | $7,985 | $49,177-83.8% | $79,467-90.0% | $64,173-87.6% |
| Participation rate | 91.2% | 65.0%+26.1pp | 73.3%+17.8pp | 69.6%+21.6pp |
| Annual return | -6.59% | -1.16%-5.4pp | 718.30%-724.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $707 | $2,076-66.0% | $2,800-74.8% | $2,381-70.3% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $66 | $3,839-98.3% | $5,104-98.7% | $4,887-98.6% |