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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 | $8,095 | $133,981-94.0% | $112,249-92.8% | $134,532-94.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.33% | 47.16%-66.5pp | 27.48%-46.8pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,948 | $4,040-51.8% | $3,636-46.4% | $4,741-58.9% |
| Participant deferral / active EE | $2,063 | $5,292-61.0% | $4,729-56.4% | $6,401-67.8% |
| Admin fee / account holder | $202 | $7,492-97.3% | $6,412-96.9% | $11,429-98.2% |