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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 | $14,774 | $135,645-89.1% | $110,243-86.6% | $135,380-89.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.74% | 513.24%-520.0pp | 314.76%-321.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,110 | $4,907-36.6% | $3,827-18.7% | $4,779-34.9% |
| Participant deferral / active EE | $2,313 | $5,507-58.0% | $4,672-50.5% | $5,609-58.8% |
| Admin fee / account holder | $179 | $11,458-98.4% | $8,548-97.9% | $10,828-98.3% |