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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 | $9,133 | $97,732-90.7% | $83,831-89.1% | $135,380-93.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -9.57% | 1287.56%-1297.1pp | 850.99%-860.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,381 | $4,222-43.6% | $3,631-34.4% | $4,779-50.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $227 | $6,675-96.6% | $5,479-95.9% | $10,828-97.9% |