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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 | $14,776 | $129,943-88.6% | $104,303-85.8% | $134,493-89.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 42.03%-57.0pp | 24.61%-39.6pp | 418.01%-433.0pp |
| Employer contribution / active EE | $2,500 | $4,185-40.3% | $3,372-25.9% | $4,740-47.3% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,340-100.0% | $11,425-100.0% |