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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 | $7,255 | $84,684-91.4% | $73,835-90.2% | $125,388-94.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.30% | 3123.93%-3127.2pp | 2268.13%-2271.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,347 | $3,123-56.9% | $2,788-51.7% | $4,866-72.3% |
| Participant deferral / active EE | $3,028 | $3,993-24.2% | $3,583-15.5% | $5,352-43.4% |
| Admin fee / account holder | $28 | $5,691-99.5% | $4,880-99.4% | $9,541-99.7% |