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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 | $6,556 | $75,828-91.4% | $147,617-95.6% | $59,632-89.0% |
| Participation rate | 84.4% | 71.6%+12.8pp | 84.6%-0.2pp | 68.7%+15.7pp |
| Annual return | -2.63% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.32%-2043.9pp |
| Employer contribution / active EE | $1,729 | $3,485-50.4% | $5,565-68.9% | $2,203-21.5% |
| Participant deferral / active EE | $3,208 | $3,130+2.5% | $4,895-34.5% | $3,192+0.5% |
| Admin fee / account holder | $12 | $5,985-99.8% | $11,611-99.9% | $4,297-99.7% |