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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 | $15,910 | $176,402-91.0% | $134,162-88.1% | $158,966-90.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.30% | 63.66%-49.4pp | 36.35%-22.0pp | 302.95%-288.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $339 | $4,093-91.7% | $3,500-90.3% | $5,983-94.3% |
| Admin fee / account holder | $23 | $8,719-99.7% | $6,685-99.7% | $11,250-99.8% |