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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 | $4,412 | $70,418-93.7% | $96,570-95.4% | $85,847-94.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 38.12% | 18.59%+19.5pp | 37.79%+0.3pp | 318.61%-280.5pp |
| Employer contribution / active EE | $1,528 | $1,413+8.1% | $2,357-35.2% | $2,565-40.4% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $259 | $4,995-94.8% | $6,182-95.8% | $6,261-95.9% |