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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 | $15,473 | $95,975-83.9% | $74,549-79.2% | $135,379-88.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.54% | 56.96%-63.5pp | 32.53%-39.1pp | 519.79%-526.3pp |
| Employer contribution / active EE | $5,077 | $2,716+86.9% | $1,961+158.9% | $4,779+6.2% |
| Participant deferral / active EE | $3,199 | $3,844-16.8% | $3,108+2.9% | $5,609-43.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |