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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 | $13,129 | $57,352-77.1% | $83,831-84.3% | $64,173-79.5% |
| Participation rate | 82.6% | 68.6%+14.0pp | 76.1%+6.5pp | 69.6%+13.0pp |
| Annual return | -6.79% | 11.38%-18.2pp | 850.99%-857.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,631 | $2,993-45.5% | $4,082-60.1% | $3,470-53.0% |
| Admin fee / account holder | $146 | $4,046-96.4% | $5,479-97.3% | $4,887-97.0% |