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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 | $27,744 | $160,059-82.7% | $140,019-80.2% | $135,380-79.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.38% | 911.48%-916.9pp | 651.17%-656.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,853 | $6,420-55.6% | $5,605-49.1% | $4,779-40.3% |
| Participant deferral / active EE | $7,875 | $7,641+3.1% | $6,927+13.7% | $5,609+40.4% |
| Admin fee / account holder | $45 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |