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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 | $24,088 | $131,835-81.7% | $108,582-77.8% | $273,972-91.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.52% | -91.57%+100.1pp | -51.70%+60.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $9,175 | $4,913+86.8% | $3,758+144.1% | $4,869+88.4% |
| Participant deferral / active EE | $10,545 | $5,127+105.7% | $4,311+144.6% | $5,287+99.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |