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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 | $11,625 | $138,072-91.6% | $123,549-90.6% | $135,382-91.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.58% | 153.69%-156.3pp | 119.20%-121.8pp | 519.77%-522.4pp |
| Employer contribution / active EE | $2,524 | $5,152-51.0% | $4,628-45.5% | $4,779-47.2% |
| Participant deferral / active EE | $2,870 | $6,799-57.8% | $6,426-55.3% | $5,609-48.8% |
| Admin fee / account holder | $186 | $10,917-98.3% | $9,284-98.0% | $10,829-98.3% |