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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 | $1,112 | $84,551-98.7% | $61,452-98.2% | $134,532-99.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -10.74% | 585.39%-596.1pp | 338.96%-349.7pp | 418.27%-429.0pp |
| Employer contribution / active EE | $150 | $1,545-90.3% | $1,160-87.1% | $4,741-96.8% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12 | $2,587-99.5% | $2,131-99.4% | $11,429-99.9% |