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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 | $6,543 | $92,743-92.9% | $82,744-92.1% | $134,532-95.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.03% | 946.63%-965.7pp | 702.22%-721.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $790 | $3,273-75.9% | $3,008-73.7% | $4,741-83.3% |
| Participant deferral / active EE | $1,481 | $4,802-69.2% | $4,395-66.3% | $6,401-76.9% |
| Admin fee / account holder | $30 | $5,977-99.5% | $5,325-99.4% | $11,429-99.7% |