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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 | $7,140 | $90,606-92.1% | $79,466-91.0% | $135,379-94.7% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -6.24% | 977.69%-983.9pp | 718.28%-724.5pp | 519.79%-526.0pp |
| Employer contribution / active EE | $946 | $3,068-69.2% | $2,800-66.2% | $4,779-80.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |