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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 | $6,807 | $90,606-92.5% | $79,466-91.4% | $135,379-95.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -9.03% | 977.69%-986.7pp | 718.28%-727.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $1,135 | $3,068-63.0% | $2,800-59.5% | $4,779-76.3% |
| Participant deferral / active EE | $2,143 | $4,050-47.1% | $3,704-42.1% | $5,609-61.8% |
| Admin fee / account holder | $21 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |