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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 | $13,125 | $82,630-84.1% | $64,105-79.5% | $125,389-89.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 68.2%+21.8pp | 83.2%+6.8pp |
| Annual return | -2.49% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,234 | $2,671-53.8% | $1,820-32.2% | $4,866-74.7% |
| Participant deferral / active EE | $1,521 | $3,608-57.9% | $2,822-46.1% | $5,352-71.6% |
| Admin fee / account holder | $111 | $6,382-98.3% | $4,499-97.5% | $9,541-98.8% |