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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 | $7,989 | $152,591-94.8% | $117,529-93.2% | $134,545-94.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.52% | 53.04%-73.6pp | 29.77%-50.3pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,311 | $5,576-76.5% | $4,179-68.6% | $4,742-72.4% |
| Participant deferral / active EE | $2,617 | $4,821-45.7% | $4,072-35.7% | $6,401-59.1% |
| Admin fee / account holder | $45 | $7,004-99.4% | $5,645-99.2% | $11,431-99.6% |