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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 | $11,331 | $138,068-91.8% | $125,358-91.0% | $134,493-91.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.34% | 750.30%-770.6pp | 572.03%-592.4pp | 418.01%-438.4pp |
| Employer contribution / active EE | $2,000 | $5,244-61.9% | $4,814-58.5% | $4,740-57.8% |
| Participant deferral / active EE | $3,000 | $7,799-61.5% | $7,447-59.7% | $6,400-53.1% |
| Admin fee / account holder | $24 | $11,568-99.8% | $10,007-99.8% | $11,425-99.8% |