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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 | $28,451 | $160,059-82.2% | $140,019-79.7% | $135,380-79.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.17% | 911.48%-918.6pp | 651.17%-658.3pp | 519.81%-527.0pp |
| Employer contribution / active EE | $11,842 | $6,420+84.5% | $5,605+111.3% | $4,779+147.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $107 | $13,328-99.2% | $10,705-99.0% | $10,828-99.0% |