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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 | $5,984 | $34,316-82.6% | $74,723-92.0% | $72,976-91.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $260 | $692-62.4% | $1,084-76.0% | $2,440-89.3% |
| Participant deferral / active EE | $478 | $1,272-62.4% | $1,962-75.6% | $3,608-86.7% |
| Admin fee / account holder | $4 | $2,125-99.8% | $3,335-99.9% | $5,124-99.9% |