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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 | $14,384 | $138,078-89.6% | $125,363-88.5% | $134,509-89.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.31% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,920 | $5,245-63.4% | $4,815-60.1% | $4,741-59.5% |
| Participant deferral / active EE | $4,343 | $7,800-44.3% | $7,447-41.7% | $6,400-32.1% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |