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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 | $22,667 | $180,459-87.4% | $154,108-85.3% | $135,380-83.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.72% | 888.21%-893.9pp | 735.21%-740.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $4,854 | $6,035-19.6% | $5,298-8.4% | $4,779+1.6% |
| Participant deferral / active EE | $4,269 | $5,806-26.5% | $5,081-16.0% | $5,609-23.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |