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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 | $8,105 | $134,001-94.0% | $112,258-92.8% | $134,509-94.0% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -12.97% | 47.15%-60.1pp | 27.47%-40.4pp | 418.13%-431.1pp |
| Employer contribution / active EE | $3,329 | $4,039-17.6% | $3,636-8.4% | $4,741-29.8% |
| Participant deferral / active EE | $4,037 | $5,291-23.7% | $4,728-14.6% | $6,400-36.9% |
| Admin fee / account holder | $60 | $7,491-99.2% | $6,411-99.1% | $11,427-99.5% |