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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 | $13,585 | $138,114-90.2% | $125,391-89.2% | $134,545-89.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.36% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $7,917 | $5,246+50.9% | $4,816+64.4% | $4,742+67.0% |
| Participant deferral / active EE | $6,337 | $7,801-18.8% | $7,448-14.9% | $6,401-1.0% |
| Admin fee / account holder | $89 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |