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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 | $27,926 | $180,459-84.5% | $154,108-81.9% | $135,380-79.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.35% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,402 | $6,035-43.6% | $5,298-35.8% | $4,779-28.8% |
| Participant deferral / active EE | $6,515 | $5,806+12.2% | $5,081+28.2% | $5,609+16.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |