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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 | $6,672 | $100,811-93.4% | $86,698-92.3% | $134,545-95.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.21% | 29.11%-49.3pp | 35.96%-56.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $3,034 | $3,490-13.1% | $2,837+7.0% | $4,742-36.0% |
| Participant deferral / active EE | $1,758 | $5,339-67.1% | $4,656-62.3% | $6,401-72.5% |
| Admin fee / account holder | $80 | $10,926-99.3% | $7,492-98.9% | $11,431-99.3% |