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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 | $10,804 | $138,075-92.2% | $123,552-91.3% | $135,379-92.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.00% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $1,742 | $5,152-66.2% | $4,628-62.4% | $4,779-63.6% |
| Participant deferral / active EE | $3,342 | $6,800-50.9% | $6,426-48.0% | $5,609-40.4% |
| Admin fee / account holder | $105 | $10,917-99.0% | $9,285-98.9% | $10,828-99.0% |