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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 | $26,260 | $180,462-85.4% | $154,111-83.0% | $135,379-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.27% | 888.17%-896.4pp | 735.18%-743.4pp | 519.79%-528.1pp |
| Employer contribution / active EE | $8,320 | $6,036+37.8% | $5,298+57.0% | $4,779+74.1% |
| Participant deferral / active EE | $3,739 | $5,806-35.6% | $5,081-26.4% | $5,609-33.3% |
| Admin fee / account holder | $106 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |