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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 | $8,562 | $152,591-94.4% | $117,529-92.7% | $134,545-93.6% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -10.32% | 53.04%-63.4pp | 29.77%-40.1pp | 418.37%-428.7pp |
| Employer contribution / active EE | $857 | $5,576-84.6% | $4,179-79.5% | $4,742-81.9% |
| Participant deferral / active EE | $2,310 | $4,821-52.1% | $4,072-43.3% | $6,401-63.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |