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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 | $12,327 | $138,102-91.1% | $125,381-90.2% | $134,532-90.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.29% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,492 | $5,245-71.6% | $4,815-69.0% | $4,741-68.5% |
| Participant deferral / active EE | $4,795 | $7,801-38.5% | $7,448-35.6% | $6,401-25.1% |
| Admin fee / account holder | $14 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |