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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 | $13,453 | $190,843-93.0% | $159,981-91.6% | $134,493-90.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.52% | 552.37%-569.9pp | 408.70%-426.2pp | 418.01%-435.5pp |
| Employer contribution / active EE | $4,497 | $4,993-9.9% | $4,224+6.5% | $4,740-5.1% |
| Participant deferral / active EE | $4,497 | $6,923-35.1% | $6,182-27.3% | $6,400-29.7% |
| Admin fee / account holder | $102 | $10,475-99.0% | $8,700-98.8% | $11,425-99.1% |