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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 | $1,478 | $84,628-98.3% | $61,501-97.6% | $134,545-98.9% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -20.82% | 585.61%-606.4pp | 339.04%-359.9pp | 418.37%-439.2pp |
| Employer contribution / active EE | $499 | $1,545-67.7% | $1,160-56.9% | $4,742-89.5% |
| Participant deferral / active EE | $500 | $2,819-82.2% | $2,125-76.4% | $6,401-92.2% |
| Admin fee / account holder | $18 | $2,587-99.3% | $2,132-99.2% | $11,431-99.8% |