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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 | $9,483 | $84,685-88.8% | $73,836-87.2% | $125,389-92.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.90% | 3123.80%-3124.7pp | 2268.06%-2269.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $845 | $3,123-72.9% | $2,787-69.7% | $4,866-82.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $150 | $5,694-97.4% | $4,882-96.9% | $9,541-98.4% |