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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 | $11,029 | $84,684-87.0% | $73,835-85.1% | $125,388-91.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.20% | 3123.93%-3124.1pp | 2268.13%-2268.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,253 | $3,123-59.9% | $2,788-55.0% | $4,866-74.2% |
| Participant deferral / active EE | $4,449 | $3,993+11.4% | $3,583+24.2% | $5,352-16.9% |
| Admin fee / account holder | $114 | $5,691-98.0% | $4,880-97.7% | $9,541-98.8% |