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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 | $13,060 | $82,674-84.2% | $125,381-89.6% | $68,486-80.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.19% | -5.97%+1.8pp | 572.31%-576.5pp | -7.85%+3.7pp |
| Employer contribution / active EE | $2,763 | $3,382-18.3% | $4,815-42.6% | $2,597+6.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $217 | $6,277-96.5% | $10,007-97.8% | $5,404-96.0% |