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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 | $7,954 | $106,549-92.5% | $91,225-91.3% | $134,509-94.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -6.49% | 160.73%-167.2pp | 114.10%-120.6pp | 418.13%-424.6pp |
| Employer contribution / active EE | $3,189 | $3,331-4.3% | $2,851+11.8% | $4,741-32.7% |
| Participant deferral / active EE | $1,522 | $4,719-67.7% | $4,234-64.1% | $6,400-76.2% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |