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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 | $6,394 | $106,551-94.0% | $91,225-93.0% | $134,532-95.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.44% | 160.78%-169.2pp | 114.12%-122.6pp | 418.27%-426.7pp |
| Employer contribution / active EE | $3,606 | $3,331+8.2% | $2,851+26.5% | $4,741-23.9% |
| Participant deferral / active EE | $1,617 | $4,718-65.7% | $4,233-61.8% | $6,401-74.7% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |