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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 | $2,665 | $93,124-97.1% | $77,100-96.5% | $134,545-98.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -18.70% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $540 | $3,421-84.2% | $2,815-80.8% | $4,742-88.6% |
| Participant deferral / active EE | $1,061 | $5,242-79.8% | $4,430-76.1% | $6,401-83.4% |
| Admin fee / account holder | $194 | $6,970-97.2% | $5,443-96.4% | $11,431-98.3% |