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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 | $3,042 | $104,106-97.1% | $71,086-95.7% | $135,382-97.8% |
| Participation rate | 72.7% | 65.7%+7.1pp | 54.7%+18.1pp | 82.6%-9.9pp |
| Annual return | -11.02% | 1256.30%-1267.3pp | 650.59%-661.6pp | 519.77%-530.8pp |
| Employer contribution / active EE | $248 | $1,485-83.3% | $1,088-77.2% | $4,779-94.8% |
| Participant deferral / active EE | $408 | $2,527-83.9% | $1,874-78.3% | $5,609-92.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |