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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 | $16,262 | $95,975-83.1% | $74,549-78.2% | $135,379-88.0% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -7.14% | 56.96%-64.1pp | 32.53%-39.7pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,415 | $2,716-11.1% | $1,961+23.2% | $4,779-49.5% |
| Participant deferral / active EE | $2,625 | $3,844-31.7% | $3,108-15.5% | $5,609-53.2% |
| Admin fee / account holder | $25 | $6,522-99.6% | $5,059-99.5% | $10,828-99.8% |