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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 | $9,190 | $48,274-81.0% | $63,244-85.5% | $59,633-84.6% |
| Participation rate | 98.0% | 66.3%+31.7pp | 71.0%+27.0pp | 68.7%+29.3pp |
| Annual return | 0.74% | -240.79%+241.5pp | -70.31%+71.0pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $3,943 | $1,586+148.6% | $2,322+69.8% | $2,203+79.0% |
| Participant deferral / active EE | $1,683 | $2,343-28.2% | $2,953-43.0% | $3,192-47.3% |
| Admin fee / account holder | $212 | $3,600-94.1% | $5,893-96.4% | $4,297-95.1% |