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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 | $29,707 | $160,059-81.4% | $140,019-78.8% | $135,380-78.1% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -7.70% | 911.48%-919.2pp | 651.17%-658.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,360 | $6,420-63.2% | $5,605-57.9% | $4,779-50.6% |
| Participant deferral / active EE | $4,642 | $7,641-39.3% | $6,927-33.0% | $5,609-17.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |