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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 | $11,250 | $97,732-88.5% | $83,831-86.6% | $135,380-91.7% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -6.88% | 1287.56%-1294.4pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,229 | $4,683-73.8% | $4,082-69.9% | $5,609-78.1% |
| Admin fee / account holder | $226 | $6,675-96.6% | $5,479-95.9% | $10,828-97.9% |