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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 | $5,755 | $99,994-94.2% | $146,647-96.1% | $85,851-93.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.32% | 18.93%-4.6pp | 22.75%-8.4pp | 318.63%-304.3pp |
| Employer contribution / active EE | $973 | $2,559-62.0% | $4,137-76.5% | $2,565-62.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $44 | $7,703-99.4% | $10,281-99.6% | $6,261-99.3% |