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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 | $5,809 | $93,124-93.8% | $77,100-92.5% | $134,545-95.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -20.20% | 62.68%-82.9pp | 42.35%-62.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,654 | $5,242-49.4% | $4,430-40.1% | $6,401-58.5% |
| Admin fee / account holder | $184 | $6,970-97.4% | $5,443-96.6% | $11,431-98.4% |