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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 | $6,284 | $92,743-93.2% | $82,744-92.4% | $134,532-95.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -20.21% | 946.63%-966.8pp | 702.22%-722.4pp | 418.27%-438.5pp |
| Employer contribution / active EE | $835 | $3,273-74.5% | $3,008-72.2% | $4,741-82.4% |
| Participant deferral / active EE | $2,364 | $4,802-50.8% | $4,395-46.2% | $6,401-63.1% |
| Admin fee / account holder | $141 | $5,977-97.6% | $5,325-97.3% | $11,429-98.8% |