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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 | $20,123 | $149,741-86.6% | $118,914-83.1% | $158,982-87.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.03% | 19.94%-4.9pp | 35.89%-20.9pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,362 | $4,119-66.9% | $3,264-58.3% | $4,763-71.4% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60 | $8,607-99.3% | $6,582-99.1% | $11,252-99.5% |