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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 | $19,354 | $138,075-86.0% | $123,552-84.3% | $135,379-85.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.81% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $3,750 | $5,152-27.2% | $4,628-19.0% | $4,779-21.5% |
| Participant deferral / active EE | $9,044 | $6,800+33.0% | $6,426+40.7% | $5,609+61.2% |
| Admin fee / account holder | $71 | $10,917-99.3% | $9,285-99.2% | $10,828-99.3% |