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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 | $17,624 | $78,694-77.6% | $67,652-73.9% | $125,393-85.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.59% | 9.46%-11.0pp | 6625.04%-6626.6pp | 282.23%-283.8pp |
| Employer contribution / active EE | $833 | $3,044-72.6% | $2,266-63.2% | $4,866-82.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $237 | $7,403-96.8% | $4,821-95.1% | $9,541-97.5% |