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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 | $10,957 | $190,862-94.3% | $159,991-93.2% | $134,509-91.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.91% | 552.59%-571.5pp | 408.82%-427.7pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,997 | $4,995-60.0% | $4,225-52.7% | $4,741-57.9% |
| Participant deferral / active EE | $4,229 | $6,924-38.9% | $6,183-31.6% | $6,400-33.9% |
| Admin fee / account holder | $236 | $10,495-97.7% | $8,715-97.3% | $11,427-97.9% |