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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 | $6,818 | $90,607-92.5% | $79,467-91.4% | $135,380-95.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -8.45% | 977.74%-986.2pp | 718.30%-726.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $918 | $3,068-70.1% | $2,800-67.2% | $4,779-80.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $139 | $5,895-97.6% | $5,104-97.3% | $10,828-98.7% |