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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 | $12,773 | $138,078-90.7% | $125,363-89.8% | $134,509-90.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.16% | 750.49%-770.6pp | 572.15%-592.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,336 | $5,245-74.5% | $4,815-72.3% | $4,741-71.8% |
| Participant deferral / active EE | $3,858 | $7,800-50.5% | $7,447-48.2% | $6,400-39.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |