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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 | $9,323 | $75,832-87.7% | $147,617-93.7% | $59,633-84.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.64% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $4,958 | $3,485+42.3% | $5,564-10.9% | $2,203+125.1% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $72 | $5,986-98.8% | $11,612-99.4% | $4,297-98.3% |