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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 | $8,163 | $138,114-94.1% | $125,391-93.5% | $134,545-93.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.65% | 750.88%-771.5pp | 572.41%-593.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,912 | $5,246-63.5% | $4,816-60.3% | $4,742-59.7% |
| Participant deferral / active EE | $2,991 | $7,801-61.7% | $7,448-59.8% | $6,401-53.3% |
| Admin fee / account holder | $18 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |