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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 | $8,601 | $90,607-90.5% | $79,467-89.2% | $135,380-93.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.81% | 977.74%-986.5pp | 718.30%-727.1pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,336 | $3,068-56.5% | $2,800-52.3% | $4,779-72.0% |
| Participant deferral / active EE | $2,210 | $4,050-45.4% | $3,704-40.3% | $5,609-60.6% |
| Admin fee / account holder | $72 | $5,895-98.8% | $5,104-98.6% | $10,828-99.3% |