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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 | $7,297 | $95,895-92.4% | $79,576-90.8% | $134,509-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.35% | -2.72%-6.6pp | 0.15%-9.5pp | 418.13%-427.5pp |
| Employer contribution / active EE | $1,000 | $3,128-68.0% | $2,413-58.6% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $209 | $9,129-97.7% | $6,834-96.9% | $11,427-98.2% |