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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 | $19,711 | $135,639-85.5% | $110,241-82.1% | $135,382-85.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.08% | 513.21%-518.3pp | 314.75%-319.8pp | 519.77%-524.8pp |
| Employer contribution / active EE | $2,396 | $4,907-51.2% | $3,827-37.4% | $4,779-49.9% |
| Participant deferral / active EE | $2,888 | $5,507-47.5% | $4,672-38.2% | $5,609-48.5% |
| Admin fee / account holder | $91 | $11,457-99.2% | $8,548-98.9% | $10,829-99.2% |