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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 | $7,616 | $82,630-90.8% | $64,105-88.1% | $125,389-93.9% |
| Participation rate | 95.2% | 75.9%+19.4pp | 68.2%+27.1pp | 83.2%+12.0pp |
| Annual return | -2.75% | 1489.72%-1492.5pp | 791.24%-794.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,327 | $2,671-50.3% | $1,820-27.1% | $4,866-72.7% |
| Participant deferral / active EE | $1,686 | $3,608-53.3% | $2,822-40.2% | $5,352-68.5% |
| Admin fee / account holder | $34 | $6,382-99.5% | $4,499-99.3% | $9,541-99.6% |