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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 | $15,418 | $78,694-80.4% | $67,653-77.2% | $125,388-87.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.65% | 9.46%-11.1pp | 6625.22%-6626.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $6,294 | $3,044+106.8% | $2,266+177.8% | $4,866+29.3% |
| Participant deferral / active EE | $4,413 | $4,292+2.8% | $3,560+24.0% | $5,352-17.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |