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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 | $10,067 | $133,981-92.5% | $112,249-91.0% | $134,532-92.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.33% | 47.16%-64.5pp | 27.48%-44.8pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,933 | $4,040-52.1% | $3,636-46.8% | $4,741-59.2% |
| Participant deferral / active EE | $2,231 | $5,292-57.8% | $4,729-52.8% | $6,401-65.1% |
| Admin fee / account holder | $66 | $7,492-99.1% | $6,412-99.0% | $11,429-99.4% |