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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 | $4,621 | $104,106-95.6% | $71,086-93.5% | $135,382-96.6% |
| Participation rate | 93.3% | 65.7%+27.7pp | 54.7%+38.7pp | 82.6%+10.7pp |
| Annual return | -6.24% | 1256.30%-1262.5pp | 650.59%-656.8pp | 519.77%-526.0pp |
| Employer contribution / active EE | $663 | $1,485-55.3% | $1,088-39.0% | $4,779-86.1% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $60 | $4,142-98.6% | $3,082-98.1% | $10,829-99.5% |