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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 | $9,225 | $180,459-94.9% | $154,108-94.0% | $135,380-93.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.74% | 888.21%-893.0pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,175 | $6,035-64.0% | $5,298-58.9% | $4,779-54.5% |
| Participant deferral / active EE | $3,425 | $5,806-41.0% | $5,081-32.6% | $5,609-38.9% |
| Admin fee / account holder | $48 | $16,145-99.7% | $13,411-99.6% | $10,828-99.6% |