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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 | $27,120 | $180,459-85.0% | $154,108-82.4% | $135,380-80.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.25% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,976 | $6,035-67.3% | $5,298-62.7% | $4,779-58.6% |
| Participant deferral / active EE | $6,924 | $5,806+19.3% | $5,081+36.3% | $5,609+23.5% |
| Admin fee / account holder | $258 | $16,145-98.4% | $13,411-98.1% | $10,828-97.6% |