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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 | $14,387 | $59,116-75.7% | $86,438-83.4% | $68,486-79.0% |
| Participation rate | 88.1% | 75.2%+12.9pp | 80.3%+7.8pp | 67.9%+20.2pp |
| Annual return | -14.67% | -0.23%-14.4pp | 4397.19%-4411.9pp | -7.85%-6.8pp |
| Employer contribution / active EE | $903 | $2,519-64.1% | $3,769-76.0% | $2,597-65.2% |
| Participant deferral / active EE | $3,291 | $5,902-44.2% | $6,952-52.7% | $4,028-18.3% |
| Admin fee / account holder | $123 | $5,639-97.8% | $6,733-98.2% | $5,404-97.7% |