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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 | $22,483 | $135,645-83.4% | $110,243-79.6% | $135,380-83.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.24% | 513.24%-516.5pp | 314.76%-318.0pp | 519.81%-523.0pp |
| Employer contribution / active EE | $6,444 | $4,907+31.3% | $3,827+68.4% | $4,779+34.8% |
| Participant deferral / active EE | $3,351 | $5,507-39.2% | $4,672-28.3% | $5,609-40.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |