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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 | $5,807 | $133,981-95.7% | $112,249-94.8% | $134,532-95.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.52% | 47.16%-61.7pp | 27.48%-42.0pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,258 | $4,040-44.1% | $3,636-37.9% | $4,741-52.4% |
| Participant deferral / active EE | $1,968 | $5,292-62.8% | $4,729-58.4% | $6,401-69.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |