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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 | $9,817 | $180,466-94.6% | $154,114-93.6% | $135,382-92.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.46% | 888.15%-892.6pp | 735.16%-739.6pp | 519.77%-524.2pp |
| Employer contribution / active EE | $1,578 | $6,035-73.9% | $5,298-70.2% | $4,779-67.0% |
| Participant deferral / active EE | $3,708 | $5,806-36.1% | $5,081-27.0% | $5,609-33.9% |
| Admin fee / account holder | $130 | $16,144-99.2% | $13,411-99.0% | $10,829-98.8% |