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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 | $8,087 | $180,459-95.5% | $154,108-94.8% | $135,380-94.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -0.71% | 888.21%-888.9pp | 735.21%-735.9pp | 519.81%-520.5pp |
| Employer contribution / active EE | $3,810 | $6,035-36.9% | $5,298-28.1% | $4,779-20.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |