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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 | $21,178 | $160,059-86.8% | $140,019-84.9% | $135,379-84.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.47% | 911.44%-918.9pp | 651.15%-658.6pp | 519.79%-527.3pp |
| Employer contribution / active EE | $5,554 | $6,420-13.5% | $5,605-0.9% | $4,779+16.2% |
| Participant deferral / active EE | $4,271 | $7,641-44.1% | $6,927-38.3% | $5,609-23.8% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |