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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 | $5,819 | $152,591-96.2% | $117,529-95.0% | $134,545-95.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.46% | 53.04%-70.5pp | 29.77%-47.2pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,361 | $5,576-75.6% | $4,179-67.4% | $4,742-71.3% |
| Participant deferral / active EE | $500 | $4,821-89.6% | $4,072-87.7% | $6,401-92.2% |
| Admin fee / account holder | $268 | $7,004-96.2% | $5,645-95.3% | $11,431-97.7% |