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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 | $8,130 | $90,607-91.0% | $79,467-89.8% | $135,380-94.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.58% | 977.74%-985.3pp | 718.30%-725.9pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,085 | $4,050-23.8% | $3,704-16.7% | $5,609-45.0% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |