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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 | $3,400 | $88,603-96.2% | $69,890-95.1% | $134,545-97.5% |
| Participation rate | 92.3% | 74.9%+17.4pp | 70.5%+21.8pp | 81.2%+11.1pp |
| Annual return | -20.40% | 442.93%-463.3pp | 190.84%-211.2pp | 418.37%-438.8pp |
| Employer contribution / active EE | $528 | $3,236-83.7% | $2,560-79.4% | $4,742-88.9% |
| Participant deferral / active EE | $889 | $4,771-81.4% | $3,848-76.9% | $6,401-86.1% |
| Admin fee / account holder | $180 | $10,443-98.3% | $6,267-97.1% | $11,431-98.4% |