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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 | $12,208 | $138,078-91.2% | $125,363-90.3% | $134,509-90.9% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -20.09% | 750.49%-770.6pp | 572.15%-592.2pp | 418.13%-438.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,173 | $7,800-8.0% | $7,447-3.7% | $6,400+12.1% |
| Admin fee / account holder | $167 | $11,566-98.6% | $10,005-98.3% | $11,427-98.5% |