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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 | $4,889 | $75,962-93.6% | $154,108-96.8% | $64,173-92.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,888 | $3,350-13.8% | $5,298-45.5% | $2,381+21.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $72 | $5,589-98.7% | $13,411-99.5% | $4,887-98.5% |