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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 | $5,413 | $95,979-94.4% | $74,551-92.7% | $135,380-96.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.29% | 56.97%-61.3pp | 32.53%-36.8pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,479 | $2,716-45.5% | $1,961-24.6% | $4,779-69.0% |
| Participant deferral / active EE | $2,601 | $3,844-32.3% | $3,108-16.3% | $5,609-53.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |