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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 | $17,653 | $138,076-87.2% | $123,553-85.7% | $135,380-87.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $5,857 | $5,152+13.7% | $4,628+26.6% | $4,779+22.6% |
| Participant deferral / active EE | $3,083 | $6,800-54.7% | $6,426-52.0% | $5,609-45.0% |
| Admin fee / account holder | $33 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |