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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 | $16,061 | $180,466-91.1% | $154,114-89.6% | $135,382-88.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.45% | 888.15%-894.6pp | 735.16%-741.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,896 | $6,035-68.6% | $5,298-64.2% | $4,779-60.3% |
| Participant deferral / active EE | $4,269 | $5,806-26.5% | $5,081-16.0% | $5,609-23.9% |
| Admin fee / account holder | $250 | $16,144-98.5% | $13,411-98.1% | $10,829-97.7% |