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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 | $6,592 | $75,832-91.3% | $147,617-95.5% | $59,633-88.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.28% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,015 | $3,485-70.9% | $5,564-81.8% | $2,203-53.9% |
| Participant deferral / active EE | $2,553 | $3,131-18.4% | $4,895-47.8% | $3,192-20.0% |
| Admin fee / account holder | $212 | $5,986-96.5% | $11,612-98.2% | $4,297-95.1% |