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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 | $7,567 | $60,139-87.4% | $90,461-91.6% | $79,856-90.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 24.22% | 71.96%-47.7pp | 1294.76%-1270.5pp | 31.71%-7.5pp |
| Employer contribution / active EE | $335 | $2,069-83.8% | $3,264-89.7% | $2,471-86.4% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $12 | $3,978-99.7% | $5,617-99.8% | $5,306-99.8% |