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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 | $13,561 | $138,114-90.2% | $125,391-89.2% | $134,545-89.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.18% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,843 | $5,246-64.9% | $4,816-61.7% | $4,742-61.1% |
| Participant deferral / active EE | $3,113 | $7,801-60.1% | $7,448-58.2% | $6,401-51.4% |
| Admin fee / account holder | $130 | $11,570-98.9% | $10,009-98.7% | $11,431-98.9% |