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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 | $4,013 | $82,678-95.1% | $125,391-96.8% | $68,490-94.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -2.96% | -5.97%+3.0pp | 572.41%-575.4pp | -7.85%+4.9pp |
| Employer contribution / active EE | $2,705 | $3,382-20.0% | $4,816-43.8% | $2,597+4.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |