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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 | $11,412 | $91,536-87.5% | $130,062-91.2% | $75,177-84.8% |
| Participation rate | 91.3% | 71.5%+19.8pp | 78.5%+12.8pp | 67.2%+24.1pp |
| Annual return | 39.68% | -631.62%+671.3pp | -137.37%+177.0pp | 160.75%-121.1pp |
| Employer contribution / active EE | $6,312 | $2,845+121.9% | $4,322+46.1% | $2,671+136.3% |
| Participant deferral / active EE | $2,808 | $4,343-35.3% | $5,821-51.8% | $4,126-31.9% |
| Admin fee / account holder | $68 | $6,780-99.0% | $10,601-99.4% | $5,651-98.8% |