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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 | $2,336 | $93,117-97.5% | $77,096-97.0% | $134,532-98.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.88% | 62.67%-83.6pp | 42.35%-63.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $491 | $3,420-85.7% | $2,814-82.6% | $4,741-89.7% |
| Participant deferral / active EE | $995 | $5,241-81.0% | $4,429-77.5% | $6,401-84.5% |
| Admin fee / account holder | $8 | $6,948-99.9% | $5,428-99.9% | $11,429-99.9% |