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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 | $16,890 | $180,459-90.6% | $154,108-89.0% | $135,380-87.5% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | -7.33% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,300 | $6,035-61.9% | $5,298-56.6% | $4,779-51.9% |
| Participant deferral / active EE | $2,529 | $5,806-56.4% | $5,081-50.2% | $5,609-54.9% |
| Admin fee / account holder | $93 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |