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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 | $7,497 | $49,199-84.8% | $121,204-93.8% | $75,173-90.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.68% | 56.04%-39.4pp | 987.18%-970.5pp | 160.72%-144.0pp |
| Employer contribution / active EE | $665 | $1,547-57.0% | $4,170-84.0% | $2,671-75.1% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $192 | $3,946-95.1% | $5,651-96.6% | $5,651-96.6% |