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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 | $7,300 | $138,114-94.7% | $125,391-94.2% | $134,545-94.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.76% | 750.88%-767.6pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,863 | $5,246-45.4% | $4,816-40.6% | $4,742-39.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $79 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |