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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 | $12,192 | $138,114-91.2% | $125,391-90.3% | $134,545-90.9% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -10.26% | 750.88%-761.1pp | 572.41%-582.7pp | 418.37%-428.6pp |
| Employer contribution / active EE | $2,748 | $5,246-47.6% | $4,816-42.9% | $4,742-42.0% |
| Participant deferral / active EE | $4,152 | $7,801-46.8% | $7,448-44.3% | $6,401-35.1% |
| Admin fee / account holder | $73 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |