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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 | $17,173 | $95,975-82.1% | $74,549-77.0% | $135,379-87.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.48% | 56.96%-65.4pp | 32.53%-41.0pp | 519.79%-528.3pp |
| Employer contribution / active EE | $833 | $2,716-69.3% | $1,961-57.5% | $4,779-82.6% |
| Participant deferral / active EE | $1,027 | $3,844-73.3% | $3,108-67.0% | $5,609-81.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |