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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 | $8,990 | $134,001-93.3% | $112,258-92.0% | $134,509-93.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.06% | 47.15%-65.2pp | 27.47%-45.5pp | 418.13%-436.2pp |
| Employer contribution / active EE | $4,000 | $4,039-1.0% | $3,636+10.0% | $4,741-15.6% |
| Participant deferral / active EE | $1,713 | $5,291-67.6% | $4,728-63.8% | $6,400-73.2% |
| Admin fee / account holder | $223 | $7,491-97.0% | $6,411-96.5% | $11,427-98.0% |