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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 | $6,518 | $73,518-91.1% | $63,003-89.7% | $147,585-95.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 13.51% | 175.46%-161.9pp | 87.59%-74.1pp | 578.57%-565.1pp |
| Employer contribution / active EE | $1,339 | $3,322-59.7% | $2,760-51.5% | $4,876-72.5% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42 | $5,952-99.3% | $3,600-98.8% | $10,885-99.6% |