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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 | $4,030 | $190,916-97.9% | $160,037-97.5% | $134,545-97.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.83% | 552.79%-567.6pp | 408.95%-423.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,055 | $4,996-78.9% | $4,226-75.0% | $4,742-77.8% |
| Participant deferral / active EE | $1,525 | $6,925-78.0% | $6,184-75.3% | $6,401-76.2% |
| Admin fee / account holder | $39 | $10,497-99.6% | $8,716-99.6% | $11,431-99.7% |