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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 | $6,481 | $106,551-93.9% | $91,225-92.9% | $134,532-95.2% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -18.87% | 160.78%-179.6pp | 114.12%-133.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,009 | $3,331-69.7% | $2,851-64.6% | $4,741-78.7% |
| Participant deferral / active EE | $2,192 | $4,718-53.5% | $4,233-48.2% | $6,401-65.8% |
| Admin fee / account holder | $63 | $6,234-99.0% | $5,422-98.8% | $11,429-99.5% |