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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 | $9,393 | $97,732-90.4% | $83,831-88.8% | $135,380-93.1% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -8.83% | 1287.56%-1296.4pp | 850.99%-859.8pp | 519.81%-528.6pp |
| Employer contribution / active EE | $850 | $4,222-79.9% | $3,631-76.6% | $4,779-82.2% |
| Participant deferral / active EE | $2,627 | $4,683-43.9% | $4,082-35.6% | $5,609-53.2% |
| Admin fee / account holder | $26 | $6,675-99.6% | $5,479-99.5% | $10,828-99.8% |