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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 | $3,996 | $92,743-95.7% | $82,744-95.2% | $134,532-97.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.15% | 946.63%-961.8pp | 702.22%-717.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,285 | $3,273-60.7% | $3,008-57.3% | $4,741-72.9% |
| Participant deferral / active EE | $1,460 | $4,802-69.6% | $4,395-66.8% | $6,401-77.2% |
| Admin fee / account holder | $27 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |