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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 | $19,324 | $180,459-89.3% | $154,108-87.5% | $135,380-85.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.79% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $2,038 | $6,035-66.2% | $5,298-61.5% | $4,779-57.4% |
| Participant deferral / active EE | $5,081 | $5,806-12.5% | $5,0810% | $5,609-9.4% |
| Admin fee / account holder | $7 | $16,145-100.0% | $13,411-100.0% | $10,828-99.9% |