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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 | $11,860 | $75,962-84.4% | $154,108-92.3% | $64,173-81.5% |
| Participation rate | 76.7% | 70.4%+6.3pp | 83.0%-6.4pp | 69.6%+7.1pp |
| Annual return | -5.74% | 30.32%-36.1pp | 735.21%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $554 | $3,350-83.5% | $5,298-89.6% | $2,381-76.8% |
| Participant deferral / active EE | $1,370 | $3,175-56.8% | $5,081-73.0% | $3,470-60.5% |
| Admin fee / account holder | $137 | $5,589-97.5% | $13,411-99.0% | $4,887-97.2% |