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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 | $18,222 | $138,075-86.8% | $123,552-85.3% | $135,379-86.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -1.51% | 153.70%-155.2pp | 119.20%-120.7pp | 519.79%-521.3pp |
| Employer contribution / active EE | $1,661 | $5,152-67.8% | $4,628-64.1% | $4,779-65.2% |
| Participant deferral / active EE | $2,920 | $6,800-57.1% | $6,426-54.6% | $5,609-47.9% |
| Admin fee / account holder | $80 | $10,917-99.3% | $9,285-99.1% | $10,828-99.3% |