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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 | $11,832 | $138,078-91.4% | $125,363-90.6% | $134,509-91.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.68% | 750.49%-770.2pp | 572.15%-591.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $2,449 | $5,245-53.3% | $4,815-49.1% | $4,741-48.3% |
| Participant deferral / active EE | $3,006 | $7,800-61.5% | $7,447-59.6% | $6,400-53.0% |
| Admin fee / account holder | $46 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |