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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 | $7,548 | $90,606-91.7% | $79,466-90.5% | $135,379-94.4% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -9.36% | 977.69%-987.1pp | 718.28%-727.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $459 | $3,068-85.0% | $2,800-83.6% | $4,779-90.4% |
| Participant deferral / active EE | $1,415 | $4,050-65.1% | $3,704-61.8% | $5,609-74.8% |
| Admin fee / account holder | $70 | $5,895-98.8% | $5,104-98.6% | $10,828-99.4% |