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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 | $6,751 | $90,606-92.5% | $79,466-91.5% | $135,379-95.0% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -9.68% | 977.69%-987.4pp | 718.28%-728.0pp | 519.79%-529.5pp |
| Employer contribution / active EE | $738 | $3,068-75.9% | $2,800-73.6% | $4,779-84.5% |
| Participant deferral / active EE | $1,189 | $4,050-70.6% | $3,704-67.9% | $5,609-78.8% |
| Admin fee / account holder | $39 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |