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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 | $14,454 | $138,078-89.5% | $125,363-88.5% | $134,509-89.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -0.52% | 750.49%-751.0pp | 572.15%-572.7pp | 418.13%-418.7pp |
| Employer contribution / active EE | $1,843 | $5,245-64.9% | $4,815-61.7% | $4,741-61.1% |
| Participant deferral / active EE | $3,687 | $7,800-52.7% | $7,447-50.5% | $6,400-42.4% |
| Admin fee / account holder | $18 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |