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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 | $13,269 | $138,076-90.4% | $123,553-89.3% | $135,380-90.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.17% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $978 | $5,152-81.0% | $4,628-78.9% | $4,779-79.5% |
| Participant deferral / active EE | $3,098 | $6,800-54.4% | $6,426-51.8% | $5,609-44.8% |
| Admin fee / account holder | $5 | $10,917-100.0% | $9,284-99.9% | $10,828-100.0% |