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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 | $9,455 | $91,536-89.7% | $130,062-92.7% | $75,177-87.4% |
| Participation rate | 84.6% | 71.5%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 34.75% | -631.62%+666.4pp | -137.37%+172.1pp | 160.75%-126.0pp |
| Employer contribution / active EE | $1,880 | $2,845-33.9% | $4,322-56.5% | $2,671-29.6% |
| Participant deferral / active EE | $3,238 | $4,343-25.4% | $5,821-44.4% | $4,126-21.5% |
| Admin fee / account holder | $66 | $6,780-99.0% | $10,601-99.4% | $5,651-98.8% |