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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 | $15,153 | $180,459-91.6% | $154,108-90.2% | $135,380-88.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.16% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,820 | $6,035-53.3% | $5,298-46.8% | $4,779-41.0% |
| Participant deferral / active EE | $6,453 | $5,806+11.1% | $5,081+27.0% | $5,609+15.0% |
| Admin fee / account holder | $14 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |