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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 | $10,549 | $129,959-91.9% | $104,301-89.9% | $134,509-92.2% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -18.53% | 42.04%-60.6pp | 24.61%-43.1pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,351 | $4,185-67.7% | $3,373-60.0% | $4,741-71.5% |
| Participant deferral / active EE | $2,229 | $5,589-60.1% | $4,626-51.8% | $6,400-65.2% |
| Admin fee / account holder | $49 | $9,325-99.5% | $7,340-99.3% | $11,427-99.6% |