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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 | $22,094 | $135,645-83.7% | $110,243-80.0% | $135,380-83.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.41% | 513.24%-515.6pp | 314.76%-317.2pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,001 | $4,907-79.6% | $3,827-73.9% | $4,779-79.1% |
| Participant deferral / active EE | $3,528 | $5,507-35.9% | $4,672-24.5% | $5,609-37.1% |
| Admin fee / account holder | $91 | $11,458-99.2% | $8,548-98.9% | $10,828-99.2% |