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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 | $3,802 | $138,114-97.2% | $125,391-97.0% | $134,545-97.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.49% | 750.88%-761.4pp | 572.41%-582.9pp | 418.37%-428.9pp |
| Employer contribution / active EE | $1,263 | $5,246-75.9% | $4,816-73.8% | $4,742-73.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $34 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |