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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 | $14,488 | $138,078-89.5% | $125,363-88.4% | $134,509-89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.76% | 750.49%-758.3pp | 572.15%-579.9pp | 418.13%-425.9pp |
| Employer contribution / active EE | $3,772 | $5,245-28.1% | $4,815-21.6% | $4,741-20.4% |
| Participant deferral / active EE | $3,772 | $7,800-51.6% | $7,447-49.3% | $6,400-41.1% |
| Admin fee / account holder | $90 | $11,566-99.2% | $10,005-99.1% | $11,427-99.2% |