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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 | $7,809 | $75,962-89.7% | $154,108-94.9% | $64,173-87.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.74% | 30.32%-37.1pp | 735.21%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,233 | $3,350+26.4% | $5,298-20.1% | $2,381+77.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $95 | $5,589-98.3% | $13,411-99.3% | $4,887-98.0% |