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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 | $7,030 | $82,674-91.5% | $125,363-94.4% | $68,495-89.7% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -2.11% | -5.97%+3.9pp | 572.15%-574.3pp | -7.84%+5.7pp |
| Employer contribution / active EE | $1,237 | $3,382-63.4% | $4,815-74.3% | $2,596-52.4% |
| Participant deferral / active EE | $4,542 | $6,111-25.7% | $7,447-39.0% | $4,028+12.8% |
| Admin fee / account holder | $165 | $6,276-97.4% | $10,005-98.4% | $5,403-96.9% |