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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 | $4,812 | $95,975-95.0% | $74,552-93.5% | $135,382-96.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.77% | 56.96%-65.7pp | 32.53%-41.3pp | 519.77%-528.5pp |
| Employer contribution / active EE | $1,733 | $2,716-36.2% | $1,961-11.6% | $4,779-63.7% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |