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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 | $10,481 | $138,076-92.4% | $123,553-91.5% | $135,380-92.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.72% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,558 | $5,152-69.8% | $4,628-66.3% | $4,779-67.4% |
| Participant deferral / active EE | $2,425 | $6,800-64.3% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |