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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 | $16,966 | $91,536-81.5% | $130,062-87.0% | $75,177-77.4% |
| Participation rate | 73.6% | 71.5%+2.1pp | 78.5%-4.9pp | 67.2%+6.4pp |
| Annual return | 58.71% | -631.62%+690.3pp | -137.37%+196.1pp | 160.75%-102.0pp |
| Employer contribution / active EE | $1,261 | $2,845-55.7% | $4,322-70.8% | $2,671-52.8% |
| Participant deferral / active EE | $2,865 | $4,343-34.0% | $5,821-50.8% | $4,126-30.6% |
| Admin fee / account holder | $193 | $6,780-97.2% | $10,601-98.2% | $5,651-96.6% |