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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 | $11,203 | $75,935-85.2% | $60,547-81.5% | $125,389-91.1% |
| Participation rate | 93.8% | 76.5%+17.2pp | 68.0%+25.8pp | 83.2%+10.6pp |
| Annual return | -0.57% | -5.38%+4.8pp | 335.64%-336.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,209 | $3,438-64.8% | $2,419-50.0% | $4,866-75.2% |
| Participant deferral / active EE | $4,162 | $4,506-7.6% | $3,328+25.1% | $5,352-22.2% |
| Admin fee / account holder | $35 | $6,768-99.5% | $4,536-99.2% | $9,541-99.6% |