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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 | $4,997 | $100,805-95.0% | $86,698-94.2% | $134,532-96.3% |
| Participation rate | 84.6% | 79.0%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -15.27% | 29.09%-44.4pp | 35.95%-51.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,236 | $3,490-64.6% | $2,837-56.4% | $4,741-73.9% |
| Participant deferral / active EE | $2,042 | $5,339-61.8% | $4,656-56.1% | $6,401-68.1% |
| Admin fee / account holder | $25 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |