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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 | $13,419 | $117,829-88.6% | $102,423-86.9% | $145,877-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.55% | 31.83%-16.3pp | 29.42%-13.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,175 | $3,615-67.5% | $3,023-61.1% | $4,663-74.8% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |