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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 | $10,830 | $129,959-91.7% | $104,301-89.6% | $134,532-91.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.51% | 42.04%-61.6pp | 24.61%-44.1pp | 418.27%-437.8pp |
| Employer contribution / active EE | $2,503 | $4,185-40.2% | $3,373-25.8% | $4,741-47.2% |
| Participant deferral / active EE | $2,531 | $5,589-54.7% | $4,626-45.3% | $6,401-60.5% |
| Admin fee / account holder | $128 | $9,325-98.6% | $7,340-98.3% | $11,429-98.9% |