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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 | $3,522 | $92,743-96.2% | $82,744-95.7% | $134,532-97.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.83% | 946.63%-964.5pp | 702.22%-720.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,020 | $3,273-68.8% | $3,008-66.1% | $4,741-78.5% |
| Participant deferral / active EE | $1,793 | $4,802-62.7% | $4,395-59.2% | $6,401-72.0% |
| Admin fee / account holder | $27 | $5,977-99.5% | $5,325-99.5% | $11,429-99.8% |