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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 | $5,052 | $93,117-94.6% | $77,096-93.4% | $134,532-96.2% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -18.67% | 62.67%-81.3pp | 42.35%-61.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $585 | $3,420-82.9% | $2,814-79.2% | $4,741-87.7% |
| Participant deferral / active EE | $1,322 | $5,241-74.8% | $4,429-70.2% | $6,401-79.4% |
| Admin fee / account holder | $21 | $6,948-99.7% | $5,428-99.6% | $11,429-99.8% |