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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 | $7,638 | $84,685-91.0% | $73,836-89.7% | $125,389-93.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.21% | 3123.80%-3127.0pp | 2268.06%-2271.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,171 | $3,123-62.5% | $2,787-58.0% | $4,866-75.9% |
| Participant deferral / active EE | $1,908 | $3,993-52.2% | $3,583-46.7% | $5,352-64.3% |
| Admin fee / account holder | $11 | $5,694-99.8% | $4,882-99.8% | $9,541-99.9% |