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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 | $18,142 | $180,459-89.9% | $154,108-88.2% | $135,380-86.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.40% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,604 | $6,035-40.3% | $5,298-32.0% | $4,779-24.6% |
| Participant deferral / active EE | $8,420 | $5,806+45.0% | $5,081+65.7% | $5,609+50.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |