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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 | $2,952 | $84,518-96.5% | $67,704-95.6% | $125,389-97.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.89% | 2.57%-6.5pp | 25.41%-29.3pp | 282.24%-286.1pp |
| Employer contribution / active EE | $751 | $3,292-77.2% | $2,559-70.7% | $4,866-84.6% |
| Participant deferral / active EE | $934 | $4,430-78.9% | $3,585-74.0% | $5,352-82.6% |
| Admin fee / account holder | $217 | $5,340-95.9% | $4,255-94.9% | $9,541-97.7% |