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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 | $16,240 | $135,645-88.0% | $110,243-85.3% | $135,379-88.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.76% | 513.24%-520.0pp | 314.76%-321.5pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,735 | $4,907-64.6% | $3,827-54.7% | $4,779-63.7% |
| Participant deferral / active EE | $6,338 | $5,507+15.1% | $4,672+35.7% | $5,609+13.0% |
| Admin fee / account holder | $277 | $11,458-97.6% | $8,548-96.8% | $10,828-97.4% |