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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 | $3,587 | $84,697-95.8% | $73,845-95.1% | $125,393-97.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.70% | 3123.66%-3125.4pp | 2267.91%-2269.6pp | 282.23%-283.9pp |
| Employer contribution / active EE | $147 | $3,123-95.3% | $2,788-94.7% | $4,866-97.0% |
| Participant deferral / active EE | $647 | $3,993-83.8% | $3,583-81.9% | $5,351-87.9% |
| Admin fee / account holder | $21 | $5,692-99.6% | $4,881-99.6% | $9,541-99.8% |