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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 | $9,198 | $138,102-93.3% | $125,381-92.7% | $134,532-93.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.85% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.1pp |
| Employer contribution / active EE | $4,152 | $5,245-20.8% | $4,815-13.8% | $4,741-12.4% |
| Participant deferral / active EE | $3,491 | $7,801-55.3% | $7,448-53.1% | $6,401-45.5% |
| Admin fee / account holder | $27 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |