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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 | $15,012 | $82,678-81.8% | $125,391-88.0% | $68,490-78.1% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -18.15% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,995 | $3,382+18.1% | $4,816-17.0% | $2,597+53.9% |
| Participant deferral / active EE | $8,895 | $6,111+45.6% | $7,448+19.4% | $4,028+120.8% |
| Admin fee / account holder | $177 | $6,277-97.2% | $10,009-98.2% | $5,403-96.7% |