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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 | $6,970 | $92,684-92.5% | $82,706-91.6% | $134,509-94.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -20.20% | 945.84%-966.0pp | 701.76%-722.0pp | 418.13%-438.3pp |
| Employer contribution / active EE | $815 | $3,272-75.1% | $3,007-72.9% | $4,741-82.8% |
| Participant deferral / active EE | $1,052 | $4,800-78.1% | $4,394-76.1% | $6,400-83.6% |
| Admin fee / account holder | $89 | $5,982-98.5% | $5,329-98.3% | $11,427-99.2% |