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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 | $9,182 | $84,685-89.2% | $73,836-87.6% | $125,389-92.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.36% | 3123.80%-3124.2pp | 2268.06%-2268.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,074 | $3,123-65.6% | $2,787-61.5% | $4,866-77.9% |
| Participant deferral / active EE | $2,865 | $3,993-28.2% | $3,583-20.0% | $5,352-46.5% |
| Admin fee / account holder | $236 | $5,694-95.9% | $4,882-95.2% | $9,541-97.5% |