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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 | $12,751 | $138,075-90.8% | $123,552-89.7% | $135,379-90.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.45% | 153.70%-156.1pp | 119.20%-121.7pp | 519.79%-522.2pp |
| Employer contribution / active EE | $1,935 | $5,152-62.4% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $4,310 | $6,800-36.6% | $6,426-32.9% | $5,609-23.2% |
| Admin fee / account holder | $43 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |