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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 | $7,424 | $152,591-95.1% | $117,529-93.7% | $134,545-94.5% |
| Participation rate | 95.0% | 77.1%+17.9pp | 70.6%+24.4pp | 81.2%+13.8pp |
| Annual return | -16.37% | 53.04%-69.4pp | 29.77%-46.1pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,626 | $5,576-70.8% | $4,179-61.1% | $4,742-65.7% |
| Participant deferral / active EE | $2,287 | $4,821-52.6% | $4,072-43.8% | $6,401-64.3% |
| Admin fee / account holder | $111 | $7,004-98.4% | $5,645-98.0% | $11,431-99.0% |