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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 | $8,498 | $90,607-90.6% | $79,467-89.3% | $135,380-93.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.15% | 977.74%-984.9pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $327 | $3,068-89.3% | $2,800-88.3% | $4,779-93.2% |
| Participant deferral / active EE | $944 | $4,050-76.7% | $3,704-74.5% | $5,609-83.2% |
| Admin fee / account holder | $242 | $5,895-95.9% | $5,104-95.3% | $10,828-97.8% |