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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 | $13,750 | $82,674-83.4% | $125,381-89.0% | $68,486-79.9% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -6.46% | -5.97%-0.5pp | 572.31%-578.8pp | -7.85%+1.4pp |
| Employer contribution / active EE | $5,857 | $3,382+73.2% | $4,815+21.6% | $2,597+125.6% |
| Participant deferral / active EE | $5,634 | $6,111-7.8% | $7,448-24.4% | $4,028+39.9% |
| Admin fee / account holder | $170 | $6,277-97.3% | $10,007-98.3% | $5,404-96.9% |