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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 | $12,920 | $95,979-86.5% | $74,551-82.7% | $135,380-90.5% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -7.98% | 56.97%-64.9pp | 32.53%-40.5pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,291 | $2,716-52.5% | $1,961-34.2% | $4,779-73.0% |
| Participant deferral / active EE | $6,212 | $3,844+61.6% | $3,108+99.8% | $5,609+10.7% |
| Admin fee / account holder | $130 | $6,522-98.0% | $5,059-97.4% | $10,828-98.8% |