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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 | $9,346 | $90,617-89.7% | $79,476-88.2% | $135,382-93.1% |
| Participation rate | 87.5% | 76.1%+11.4pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -7.68% | 977.57%-985.2pp | 718.21%-725.9pp | 519.77%-527.4pp |
| Employer contribution / active EE | $4,205 | $3,068+37.1% | $2,800+50.2% | $4,779-12.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $234 | $5,907-96.0% | $5,113-95.4% | $10,829-97.8% |