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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 | $8,678 | $138,102-93.7% | $125,381-93.1% | $134,532-93.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -2.73% | 750.73%-753.5pp | 572.31%-575.0pp | 418.27%-421.0pp |
| Employer contribution / active EE | $1,067 | $5,245-79.7% | $4,815-77.8% | $4,741-77.5% |
| Participant deferral / active EE | $3,394 | $7,801-56.5% | $7,448-54.4% | $6,401-47.0% |
| Admin fee / account holder | $57 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |