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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 | $9,755 | $91,536-89.3% | $130,062-92.5% | $75,177-87.0% |
| Participation rate | 76.5% | 71.5%+5.0pp | 78.5%-2.0pp | 67.2%+9.3pp |
| Annual return | 25.52% | -631.62%+657.1pp | -137.37%+162.9pp | 160.75%-135.2pp |
| Employer contribution / active EE | $1,392 | $2,845-51.1% | $4,322-67.8% | $2,671-47.9% |
| Participant deferral / active EE | $2,552 | $4,343-41.2% | $5,821-56.2% | $4,126-38.2% |
| Admin fee / account holder | $216 | $6,780-96.8% | $10,601-98.0% | $5,651-96.2% |