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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 | $8,703 | $90,607-90.4% | $79,467-89.0% | $135,380-93.6% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -8.28% | 977.74%-986.0pp | 718.30%-726.6pp | 519.81%-528.1pp |
| Employer contribution / active EE | $736 | $3,068-76.0% | $2,800-73.7% | $4,779-84.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |