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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 | $2,228 | $111,878-98.0% | $93,727-97.6% | $145,897-98.5% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 10.33% | 204.28%-193.9pp | 133.83%-123.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,889 | $3,092-38.9% | $2,421-22.0% | $4,663-59.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14 | $10,256-99.9% | $8,292-99.8% | $13,390-99.9% |