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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 | $1,875 | $106,549-98.2% | $91,225-97.9% | $134,509-98.6% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -17.84% | 160.73%-178.6pp | 114.10%-131.9pp | 418.13%-436.0pp |
| Employer contribution / active EE | $440 | $3,331-86.8% | $2,851-84.6% | $4,741-90.7% |
| Participant deferral / active EE | $1,983 | $4,719-58.0% | $4,234-53.2% | $6,400-69.0% |
| Admin fee / account holder | $6 | $6,234-99.9% | $5,422-99.9% | $11,427-99.9% |