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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 | $11,745 | $197,819-94.1% | $155,789-92.5% | $125,393-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.98% | 86.73%-88.7pp | 71.54%-73.5pp | 282.23%-284.2pp |
| Employer contribution / active EE | $3,764 | $4,850-22.4% | $3,839-2.0% | $4,866-22.7% |
| Participant deferral / active EE | $902 | $5,631-84.0% | $4,798-81.2% | $5,351-83.1% |
| Admin fee / account holder | $108 | $9,544-98.9% | $7,477-98.6% | $9,541-98.9% |