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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 | $12,350 | $97,761-87.4% | $83,850-85.3% | $135,382-90.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.67% | 1287.44%-1294.1pp | 850.92%-857.6pp | 519.77%-526.4pp |
| Employer contribution / active EE | $4,082 | $4,222-3.3% | $3,631+12.4% | $4,779-14.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $116 | $6,674-98.3% | $5,478-97.9% | $10,829-98.9% |