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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 | $5,924 | $90,607-93.5% | $79,467-92.5% | $135,380-95.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.00% | 977.74%-986.7pp | 718.30%-727.3pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,422 | $3,068-53.7% | $2,800-49.2% | $4,779-70.3% |
| Participant deferral / active EE | $2,261 | $4,050-44.2% | $3,704-39.0% | $5,609-59.7% |
| Admin fee / account holder | $45 | $5,895-99.2% | $5,104-99.1% | $10,828-99.6% |