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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 | $13,537 | $43,730-69.0% | $121,220-88.8% | $64,173-78.9% |
| Participation rate | 94.4% | 58.3%+36.1pp | 71.8%+22.7pp | 69.6%+24.9pp |
| Annual return | -5.17% | 68.94%-74.1pp | 16.94%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,986 | $1,297+53.1% | $4,023-50.6% | $2,381-16.6% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |