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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 | $1,762 | $90,617-98.1% | $79,476-97.8% | $135,382-98.7% |
| Participation rate | 83.3% | 76.1%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.27% | 977.57%-983.8pp | 718.21%-724.5pp | 519.77%-526.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,829-99.9% |