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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 | $14,952 | $95,979-84.4% | $74,551-79.9% | $135,380-89.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.65% | 56.97%-65.6pp | 32.53%-41.2pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,115 | $2,716-59.0% | $1,961-43.2% | $4,779-76.7% |
| Participant deferral / active EE | $4,405 | $3,844+14.6% | $3,108+41.7% | $5,609-21.5% |
| Admin fee / account holder | $200 | $6,522-96.9% | $5,059-96.0% | $10,828-98.2% |