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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 | $14,207 | $180,466-92.1% | $154,114-90.8% | $135,382-89.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.04% | 888.15%-896.2pp | 735.16%-743.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $2,164 | $6,035-64.1% | $5,298-59.2% | $4,779-54.7% |
| Participant deferral / active EE | $4,457 | $5,806-23.2% | $5,081-12.3% | $5,609-20.5% |
| Admin fee / account holder | $78 | $16,144-99.5% | $13,411-99.4% | $10,829-99.3% |