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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 | $8,986 | $52,678-82.9% | $75,784-88.1% | $59,633-84.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 78.03% | 2.95%+75.1pp | 9.68%+68.3pp | 2041.45%-1963.4pp |
| Employer contribution / active EE | $451 | $2,193-79.4% | $3,323-86.4% | $2,203-79.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $264 | $3,610-92.7% | $5,300-95.0% | $4,297-93.9% |