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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 | $12,221 | $82,630-85.2% | $64,105-80.9% | $125,389-90.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.30% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,098 | $2,671-58.9% | $1,820-39.7% | $4,866-77.4% |
| Participant deferral / active EE | $1,324 | $3,608-63.3% | $2,822-53.1% | $5,352-75.3% |
| Admin fee / account holder | $265 | $6,382-95.9% | $4,499-94.1% | $9,541-97.2% |