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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 | $91,525-87.5% | $130,026-91.2% | $75,181-84.8% |
| Participation rate | 91.3% | 71.4%+19.9pp | 78.5%+12.8pp | 67.2%+24.1pp |
| Annual return | 39.68% | -631.40%+671.1pp | -137.26%+176.9pp | 160.69%-121.0pp |
| Employer contribution / active EE | $6,312 | $2,844+122.0% | $4,321+46.1% | $2,671+136.4% |
| Participant deferral / active EE | $2,808 | $4,342-35.3% | $5,821-51.8% | $4,126-31.9% |
| Admin fee / account holder | $68 | $6,778-99.0% | $10,608-99.4% | $5,650-98.8% |