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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 | $8,529 | $73,638-88.4% | $95,964-91.1% | $73,497-88.4% |
| Participation rate | 96.0% | 76.2%+19.9pp | 77.1%+19.0pp | 70.7%+25.4pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.64%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,305 | $1,863-30.0% | $2,541-48.6% | $2,270-42.5% |
| Participant deferral / active EE | $2,711 | $3,617-25.0% | $4,167-34.9% | $3,740-27.5% |
| Admin fee / account holder | $29 | $482-94.0% | $6,797-99.6% | $513-94.4% |