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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 | $17,996 | $180,459-90.0% | $154,108-88.3% | $135,380-86.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.93% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,946 | $6,035-51.2% | $5,298-44.4% | $4,779-38.3% |
| Participant deferral / active EE | $6,613 | $5,806+13.9% | $5,081+30.2% | $5,609+17.9% |
| Admin fee / account holder | $5 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |