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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 | $10,335 | $97,732-89.4% | $83,831-87.7% | $135,380-92.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.47% | 1287.56%-1295.0pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,587 | $4,222-62.4% | $3,631-56.3% | $4,779-66.8% |
| Participant deferral / active EE | $3,376 | $4,683-27.9% | $4,082-17.3% | $5,609-39.8% |
| Admin fee / account holder | $136 | $6,675-98.0% | $5,479-97.5% | $10,828-98.7% |