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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 | $10,620 | $133,998-92.1% | $112,263-90.5% | $134,545-92.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.43% | 47.17%-66.6pp | 27.49%-46.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,141 | $4,040-47.0% | $3,636-41.1% | $4,742-54.8% |
| Participant deferral / active EE | $5,339 | $5,292+0.9% | $4,729+12.9% | $6,401-16.6% |
| Admin fee / account holder | $17 | $7,493-99.8% | $6,410-99.7% | $11,431-99.9% |