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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 | $8,545 | $82,674-89.7% | $125,381-93.2% | $68,486-87.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.31%-589.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,898 | $3,382-43.9% | $4,815-60.6% | $2,597-26.9% |
| Participant deferral / active EE | $3,169 | $6,111-48.1% | $7,448-57.5% | $4,028-21.3% |
| Admin fee / account holder | $105 | $6,277-98.3% | $10,007-99.0% | $5,404-98.1% |