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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 | $5,061 | $152,591-96.7% | $117,529-95.7% | $134,545-96.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.25% | 53.04%-65.3pp | 29.77%-42.0pp | 418.37%-430.6pp |
| Employer contribution / active EE | $1,039 | $5,576-81.4% | $4,179-75.1% | $4,742-78.1% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $45 | $7,004-99.4% | $5,645-99.2% | $11,431-99.6% |