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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 | $18,215 | $91,536-80.1% | $130,062-86.0% | $75,177-75.8% |
| Participation rate | 82.9% | 71.5%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 22.43% | -631.62%+654.1pp | -137.37%+159.8pp | 160.75%-138.3pp |
| Employer contribution / active EE | $1,766 | $2,845-37.9% | $4,322-59.2% | $2,671-33.9% |
| Participant deferral / active EE | $2,969 | $4,343-31.6% | $5,821-49.0% | $4,126-28.0% |
| Admin fee / account holder | $66 | $6,780-99.0% | $10,601-99.4% | $5,651-98.8% |