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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 | $18,379 | $135,645-86.5% | $110,243-83.3% | $135,379-86.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.90% | 513.24%-518.1pp | 314.76%-319.7pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,605 | $4,907-46.9% | $3,827-31.9% | $4,779-45.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |