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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 | $13,448 | $154,193-91.3% | $130,045-89.7% | $139,466-90.4% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 32.71% | 32.51%+0.2pp | -137.30%+170.0pp | 373.66%-341.0pp |
| Employer contribution / active EE | $2,028 | $5,292-61.7% | $4,321-53.1% | $4,754-57.3% |
| Participant deferral / active EE | $4,615 | $6,709-31.2% | $5,820-20.7% | $6,712-31.2% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |