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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 | $190,916-93.0% | $160,037-91.6% | $134,545-90.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.52% | 552.79%-570.3pp | 408.95%-426.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $4,497 | $4,996-10.0% | $4,226+6.4% | $4,742-5.2% |
| Participant deferral / active EE | $4,497 | $6,925-35.1% | $6,184-27.3% | $6,401-29.8% |
| Admin fee / account holder | $102 | $10,497-99.0% | $8,716-98.8% | $11,431-99.1% |