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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 | $3,220 | $54,355-94.1% | $82,744-96.1% | $68,486-95.3% |
| Participation rate | 75.8% | 63.9%+11.8pp | 72.6%+3.2pp | 67.9%+7.9pp |
| Annual return | -16.04% | -13.67%-2.4pp | 702.22%-718.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $798 | $2,219-64.1% | $3,008-73.5% | $2,597-69.3% |
| Participant deferral / active EE | $1,140 | $3,246-64.9% | $4,395-74.1% | $4,028-71.7% |
| Admin fee / account holder | $16 | $4,397-99.6% | $5,325-99.7% | $5,404-99.7% |