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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 | $5,176 | $99,668-94.8% | $86,451-94.0% | $134,545-96.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -4.64% | 6789.61%-6794.3pp | 4398.51%-4403.2pp | 418.37%-423.0pp |
| Employer contribution / active EE | $1,542 | $4,403-65.0% | $3,770-59.1% | $4,742-67.5% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |