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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 | $4,822 | $39,798-87.9% | $67,704-92.9% | $59,633-91.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -2.38% | 89.94%-92.3pp | 25.41%-27.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,135 | $1,393-18.5% | $2,559-55.6% | $2,203-48.5% |
| Participant deferral / active EE | $1,656 | $2,335-29.1% | $3,585-53.8% | $3,192-48.1% |
| Admin fee / account holder | $29 | $3,212-99.1% | $4,255-99.3% | $4,297-99.3% |