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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 | $9,906 | $97,732-89.9% | $83,831-88.2% | $135,380-92.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.49% | 1287.56%-1291.0pp | 850.99%-854.5pp | 519.81%-523.3pp |
| Employer contribution / active EE | $2,941 | $4,222-30.4% | $3,631-19.0% | $4,779-38.5% |
| Participant deferral / active EE | $4,213 | $4,683-10.0% | $4,082+3.2% | $5,609-24.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |