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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 | $7,000 | $84,685-91.7% | $73,836-90.5% | $125,389-94.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.37% | 3123.80%-3125.2pp | 2268.06%-2269.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $970 | $3,123-68.9% | $2,787-65.2% | $4,866-80.1% |
| Participant deferral / active EE | $813 | $3,993-79.6% | $3,583-77.3% | $5,352-84.8% |
| Admin fee / account holder | $200 | $5,694-96.5% | $4,882-95.9% | $9,541-97.9% |