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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 | $14,200 | $138,114-89.7% | $125,391-88.7% | $134,545-89.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.23% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $3,312 | $5,246-36.9% | $4,816-31.2% | $4,742-30.1% |
| Participant deferral / active EE | $5,075 | $7,801-34.9% | $7,448-31.9% | $6,401-20.7% |
| Admin fee / account holder | $137 | $11,570-98.8% | $10,009-98.6% | $11,431-98.8% |