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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 | $9,232 | $90,607-89.8% | $79,467-88.4% | $135,380-93.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.56% | 977.74%-986.3pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,140 | $3,068-62.8% | $2,800-59.3% | $4,779-76.1% |
| Participant deferral / active EE | $1,764 | $4,050-56.4% | $3,704-52.4% | $5,609-68.5% |
| Admin fee / account holder | $20 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |