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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 | $1,037 | $84,551-98.8% | $61,452-98.3% | $134,532-99.2% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -20.97% | 585.39%-606.4pp | 338.96%-359.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $398 | $1,545-74.2% | $1,160-65.7% | $4,741-91.6% |
| Participant deferral / active EE | $609 | $2,818-78.4% | $2,125-71.3% | $6,401-90.5% |
| Admin fee / account holder | $59 | $2,587-97.7% | $2,131-97.2% | $11,429-99.5% |