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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 | $14,380 | $138,114-89.6% | $125,391-88.5% | $134,545-89.3% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -18.74% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,357 | $5,246-74.1% | $4,816-71.8% | $4,742-71.4% |
| Participant deferral / active EE | $3,218 | $7,801-58.7% | $7,448-56.8% | $6,401-49.7% |
| Admin fee / account holder | $233 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |