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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 | $13,720 | $57,352-76.1% | $83,831-83.6% | $64,173-78.6% |
| Participation rate | 82.9% | 68.6%+14.3pp | 76.1%+6.8pp | 69.6%+13.4pp |
| Annual return | -8.34% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,098 | $2,546-56.8% | $3,631-69.7% | $2,381-53.9% |
| Participant deferral / active EE | $1,631 | $2,993-45.5% | $4,082-60.0% | $3,470-53.0% |
| Admin fee / account holder | $114 | $4,046-97.2% | $5,479-97.9% | $4,887-97.7% |