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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 | $8,863 | $97,732-90.9% | $83,831-89.4% | $135,380-93.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.48% | 1287.56%-1295.0pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,840 | $4,222-56.4% | $3,631-49.3% | $4,779-61.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $91 | $6,675-98.6% | $5,479-98.3% | $10,828-99.2% |