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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 | $7,051 | $90,320-92.2% | $59,496-88.1% | $125,389-94.4% |
| Participation rate | 78.6% | 68.3%+10.3pp | 54.6%+24.0pp | 83.2%-4.6pp |
| Annual return | -2.30% | 369.13%-371.4pp | 182.05%-184.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,363 | $1,792+31.9% | $1,153+104.9% | $4,866-51.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |