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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 | $7,284 | $82,630-91.2% | $64,105-88.6% | $125,389-94.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -0.31% | 1489.72%-1490.0pp | 791.24%-791.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,043 | $2,671-61.0% | $1,820-42.7% | $4,866-78.6% |
| Participant deferral / active EE | $1,421 | $3,608-60.6% | $2,822-49.6% | $5,352-73.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |