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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 | $22,823 | $135,645-83.2% | $110,243-79.3% | $135,379-83.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -7.56% | 513.24%-520.8pp | 314.76%-322.3pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,486 | $5,507+54.1% | $4,672+81.6% | $5,609+51.3% |
| Admin fee / account holder | $4 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |