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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 | $4,629 | $92,684-95.0% | $82,706-94.4% | $134,509-96.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -15.94% | 945.84%-961.8pp | 701.76%-717.7pp | 418.13%-434.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,993 | $4,800-58.5% | $4,394-54.6% | $6,400-68.9% |
| Admin fee / account holder | $268 | $5,982-95.5% | $5,329-95.0% | $11,427-97.7% |