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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 | $12,277 | $75,832-83.8% | $147,617-91.7% | $59,633-79.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.52% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,196 | $3,485-65.7% | $5,564-78.5% | $2,203-45.7% |
| Participant deferral / active EE | $849 | $3,131-72.9% | $4,895-82.7% | $3,192-73.4% |
| Admin fee / account holder | $61 | $5,986-99.0% | $11,612-99.5% | $4,297-98.6% |