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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 | $12,205 | $97,732-87.5% | $83,831-85.4% | $135,380-91.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.69% | 1287.56%-1295.2pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,302 | $4,222-45.5% | $3,631-36.6% | $4,779-51.8% |
| Participant deferral / active EE | $2,496 | $4,683-46.7% | $4,082-38.9% | $5,609-55.5% |
| Admin fee / account holder | $30 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |