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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 | $8,416 | $90,607-90.7% | $79,467-89.4% | $135,380-93.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.17% | 977.74%-984.9pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,594 | $3,068-48.0% | $2,800-43.1% | $4,779-66.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $75 | $5,895-98.7% | $5,104-98.5% | $10,828-99.3% |