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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 | $5,142 | $92,743-94.5% | $82,744-93.8% | $134,532-96.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -20.34% | 946.63%-967.0pp | 702.22%-722.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,246 | $3,273-61.9% | $3,008-58.6% | $4,741-73.7% |
| Participant deferral / active EE | $2,049 | $4,802-57.3% | $4,395-53.4% | $6,401-68.0% |
| Admin fee / account holder | $223 | $5,977-96.3% | $5,325-95.8% | $11,429-98.0% |