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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 | $10,335 | $154,193-93.3% | $130,045-92.1% | $139,466-92.6% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 92.03% | 32.51%+59.5pp | -137.30%+229.3pp | 373.66%-281.6pp |
| Employer contribution / active EE | $1,717 | $5,292-67.6% | $4,321-60.3% | $4,754-63.9% |
| Participant deferral / active EE | $5,462 | $6,709-18.6% | $5,820-6.2% | $6,712-18.6% |
| Admin fee / account holder | $265 | $13,989-98.1% | $10,600-97.5% | $11,409-97.7% |