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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 | $8,522 | $95,979-91.1% | $74,551-88.6% | $135,380-93.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.84% | 56.97%-64.8pp | 32.53%-40.4pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,443 | $2,716-46.9% | $1,961-26.4% | $4,779-69.8% |
| Participant deferral / active EE | $9,643 | $3,844+150.9% | $3,108+210.2% | $5,609+71.9% |
| Admin fee / account holder | $30 | $6,522-99.5% | $5,059-99.4% | $10,828-99.7% |