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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 | $9,665 | $100,805-90.4% | $86,698-88.9% | $134,532-92.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.03% | 29.09%-48.1pp | 35.95%-55.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,907 | $3,490+12.0% | $2,837+37.7% | $4,741-17.6% |
| Participant deferral / active EE | $7,203 | $5,339+34.9% | $4,656+54.7% | $6,401+12.5% |
| Admin fee / account holder | $152 | $10,925-98.6% | $7,493-98.0% | $11,429-98.7% |