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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 | $18,173 | $138,075-86.8% | $123,552-85.3% | $135,379-86.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.66% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $2,273 | $5,152-55.9% | $4,628-50.9% | $4,779-52.4% |
| Participant deferral / active EE | $4,535 | $6,800-33.3% | $6,426-29.4% | $5,609-19.1% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |