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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 | $4,758 | $190,879-97.5% | $160,009-97.0% | $134,532-96.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.26% | 552.63%-570.9pp | 408.85%-427.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,029 | $4,995-59.4% | $4,225-52.0% | $4,741-57.2% |
| Participant deferral / active EE | $1,656 | $6,924-76.1% | $6,183-73.2% | $6,401-74.1% |
| Admin fee / account holder | $192 | $10,495-98.2% | $8,715-97.8% | $11,429-98.3% |