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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 | $12,060 | $129,960-90.7% | $104,299-88.4% | $134,545-91.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.92% | 42.06%-56.0pp | 24.62%-38.5pp | 418.37%-432.3pp |
| Employer contribution / active EE | $3,077 | $4,186-26.5% | $3,373-8.8% | $4,742-35.1% |
| Participant deferral / active EE | $1,787 | $5,589-68.0% | $4,626-61.4% | $6,401-72.1% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |