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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 | $8,789 | $84,685-89.6% | $73,836-88.1% | $125,389-93.0% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -0.14% | 3123.80%-3123.9pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,063 | $3,123-34.0% | $2,787-26.0% | $4,866-57.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $75 | $5,694-98.7% | $4,882-98.5% | $9,541-99.2% |