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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 | $8,549 | $102,385-91.7% | $147,080-94.2% | $80,935-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.03% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,619 | $6,651-45.6% | $8,066-55.1% | $4,299-15.8% |
| Admin fee / account holder | $176 | $7,951-97.8% | $12,989-98.6% | $6,924-97.5% |