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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 | $7,402 | $124,346-94.0% | $111,306-93.4% | $167,553-95.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 25.98% | 37.46%-11.5pp | 54.67%-28.7pp | 478.89%-452.9pp |
| Employer contribution / active EE | $1,036 | $3,438-69.9% | $2,732-62.1% | $4,840-78.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |