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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 | $6,807 | $92,766-92.7% | $82,763-91.8% | $134,545-94.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.18% | 946.97%-960.2pp | 702.45%-715.6pp | 418.37%-431.6pp |
| Employer contribution / active EE | $1,976 | $3,273-39.6% | $3,008-34.3% | $4,742-58.3% |
| Participant deferral / active EE | $3,752 | $4,802-21.9% | $4,395-14.6% | $6,401-41.4% |
| Admin fee / account holder | $146 | $5,978-97.6% | $5,325-97.3% | $11,431-98.7% |