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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 | $24,658 | $180,459-86.3% | $154,108-84.0% | $135,380-81.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.24% | 888.21%-894.5pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $12,190 | $6,035+102.0% | $5,298+130.1% | $4,779+155.1% |
| Participant deferral / active EE | $8,400 | $5,806+44.7% | $5,081+65.3% | $5,609+49.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |