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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 | $10,076 | $134,001-92.5% | $112,258-91.0% | $134,509-92.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.55% | 47.15%-66.7pp | 27.47%-47.0pp | 418.13%-437.7pp |
| Employer contribution / active EE | $3,961 | $4,039-1.9% | $3,636+9.0% | $4,741-16.4% |
| Participant deferral / active EE | $4,951 | $5,291-6.4% | $4,728+4.7% | $6,400-22.6% |
| Admin fee / account holder | $44 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |