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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 | $4,821 | $78,694-93.9% | $67,652-92.9% | $125,389-96.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.10% | 9.46%-12.6pp | 6625.40%-6628.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,962 | $3,044-35.5% | $2,266-13.4% | $4,866-59.7% |
| Participant deferral / active EE | $2,453 | $4,292-42.8% | $3,560-31.1% | $5,352-54.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |