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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 | $2,724 | $90,320-97.0% | $59,496-95.4% | $125,389-97.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.90% | 369.13%-372.0pp | 182.05%-184.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $656 | $1,792-63.4% | $1,153-43.1% | $4,866-86.5% |
| Participant deferral / active EE | $1,571 | $2,716-42.1% | $1,829-14.1% | $5,352-70.6% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |