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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 | $8,651 | $64,311-86.5% | $57,356-84.9% | $125,389-93.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.97% | 25.14%-28.1pp | 24.41%-27.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,217 | $3,193-61.9% | $2,689-54.7% | $4,866-75.0% |
| Participant deferral / active EE | $2,206 | $3,846-42.6% | $3,162-30.2% | $5,352-58.8% |
| Admin fee / account holder | $19 | $5,243-99.6% | $3,357-99.4% | $9,541-99.8% |