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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 | $12,361 | $190,862-93.5% | $159,991-92.3% | $134,509-90.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.52% | 552.59%-560.1pp | 408.82%-416.3pp | 418.13%-425.7pp |
| Employer contribution / active EE | $2,372 | $4,995-52.5% | $4,225-43.9% | $4,741-50.0% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |