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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 | $2,146 | $95,979-97.8% | $74,551-97.1% | $135,380-98.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.86% | 56.97%-62.8pp | 32.53%-38.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $471 | $2,716-82.7% | $1,961-76.0% | $4,779-90.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $81 | $6,522-98.8% | $5,059-98.4% | $10,828-99.2% |