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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 | $10,337 | $138,078-92.5% | $125,363-91.8% | $134,509-92.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.29% | 750.49%-769.8pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,165 | $5,245-77.8% | $4,815-75.8% | $4,741-75.4% |
| Participant deferral / active EE | $2,782 | $7,800-64.3% | $7,447-62.6% | $6,400-56.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |