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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 | $26,088 | $180,462-85.5% | $154,111-83.1% | $135,379-80.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.90% | 888.17%-891.1pp | 735.18%-738.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $1,639 | $6,036-72.8% | $5,298-69.1% | $4,779-65.7% |
| Participant deferral / active EE | $2,765 | $5,806-52.4% | $5,081-45.6% | $5,609-50.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |