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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 | $8,298 | $133,998-93.8% | $112,263-92.6% | $134,545-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.11% | 47.17%-61.3pp | 27.49%-41.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $2,285 | $4,040-43.5% | $3,636-37.2% | $4,742-51.8% |
| Participant deferral / active EE | $3,810 | $5,292-28.0% | $4,729-19.4% | $6,401-40.5% |
| Admin fee / account holder | $64 | $7,493-99.2% | $6,410-99.0% | $11,431-99.4% |