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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 | $17,658 | $82,674-78.6% | $125,381-85.9% | $68,486-74.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,521 | $3,382-25.4% | $4,815-47.6% | $2,597-2.9% |
| Participant deferral / active EE | $6,021 | $6,111-1.5% | $7,448-19.2% | $4,028+49.5% |
| Admin fee / account holder | $15 | $6,277-99.8% | $10,007-99.8% | $5,404-99.7% |