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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 | $8,419 | $190,879-95.6% | $160,009-94.7% | $134,532-93.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.18% | 552.63%-571.8pp | 408.85%-428.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,392 | $4,995-72.1% | $4,225-67.1% | $4,741-70.6% |
| Participant deferral / active EE | $2,279 | $6,924-67.1% | $6,183-63.1% | $6,401-64.4% |
| Admin fee / account holder | $40 | $10,495-99.6% | $8,715-99.5% | $11,429-99.7% |