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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 | $8,952 | $82,630-89.2% | $64,105-86.0% | $125,388-92.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.32% | 1489.72%-1491.0pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,465 | $3,608+23.7% | $2,822+58.2% | $5,352-16.6% |
| Admin fee / account holder | $220 | $6,382-96.6% | $4,499-95.1% | $9,541-97.7% |