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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 | $4,669 | $82,630-94.4% | $64,105-92.7% | $125,389-96.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.45% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $680 | $2,671-74.6% | $1,820-62.7% | $4,866-86.0% |
| Participant deferral / active EE | $1,674 | $3,608-53.6% | $2,822-40.7% | $5,352-68.7% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |