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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 | $10,256 | $97,732-89.5% | $83,831-87.8% | $135,380-92.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.19% | 1287.56%-1294.7pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,106 | $4,222-50.1% | $3,631-42.0% | $4,779-55.9% |
| Participant deferral / active EE | $3,575 | $4,683-23.6% | $4,082-12.4% | $5,609-36.3% |
| Admin fee / account holder | $275 | $6,675-95.9% | $5,479-95.0% | $10,828-97.5% |