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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 | $25,394 | $180,462-85.9% | $154,111-83.5% | $135,379-81.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.31% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $4,079 | $6,036-32.4% | $5,298-23.0% | $4,779-14.6% |
| Participant deferral / active EE | $3,231 | $5,806-44.4% | $5,081-36.4% | $5,609-42.4% |
| Admin fee / account holder | $169 | $16,145-99.0% | $13,411-98.7% | $10,828-98.4% |