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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 | $4,761 | $92,743-94.9% | $82,744-94.2% | $134,532-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.87% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,026 | $3,273-68.7% | $3,008-65.9% | $4,741-78.4% |
| Participant deferral / active EE | $1,694 | $4,802-64.7% | $4,395-61.4% | $6,401-73.5% |
| Admin fee / account holder | $57 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |