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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 | $8,384 | $138,102-93.9% | $125,381-93.3% | $134,532-93.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -5.55% | 750.73%-756.3pp | 572.31%-577.9pp | 418.27%-423.8pp |
| Employer contribution / active EE | $1,389 | $5,245-73.5% | $4,815-71.1% | $4,741-70.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |