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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 | $16,789 | $95,979-82.5% | $74,551-77.5% | $135,380-87.6% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | -9.14% | 56.97%-66.1pp | 32.53%-41.7pp | 519.81%-528.9pp |
| Employer contribution / active EE | $4,061 | $2,716+49.5% | $1,961+107.1% | $4,779-15.0% |
| Participant deferral / active EE | $2,585 | $3,844-32.7% | $3,108-16.8% | $5,609-53.9% |
| Admin fee / account holder | $259 | $6,522-96.0% | $5,059-94.9% | $10,828-97.6% |