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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 | $9,265 | $133,998-93.1% | $112,263-91.7% | $134,545-93.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.22% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $888 | $4,040-78.0% | $3,636-75.6% | $4,742-81.3% |
| Participant deferral / active EE | $2,892 | $5,292-45.4% | $4,729-38.9% | $6,401-54.8% |
| Admin fee / account holder | $67 | $7,493-99.1% | $6,410-99.0% | $11,431-99.4% |