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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 | $18,529 | $180,459-89.7% | $154,108-88.0% | $135,380-86.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.44% | 888.21%-896.7pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $8,196 | $6,035+35.8% | $5,298+54.7% | $4,779+71.5% |
| Participant deferral / active EE | $3,621 | $5,806-37.6% | $5,081-28.7% | $5,609-35.4% |
| Admin fee / account holder | $223 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |