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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 | $10,229 | $138,076-92.6% | $123,553-91.7% | $135,380-92.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.91% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,003 | $5,152-61.1% | $4,628-56.7% | $4,779-58.1% |
| Participant deferral / active EE | $2,926 | $6,800-57.0% | $6,426-54.5% | $5,609-47.8% |
| Admin fee / account holder | $52 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |