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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 | $11,289 | $91,198-87.6% | $178,503-93.7% | $79,856-85.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.36% | 24.20%-11.8pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $857 | $3,257-73.7% | $5,011-82.9% | $2,471-65.3% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $146 | $6,748-97.8% | $13,987-99.0% | $5,306-97.3% |