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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 | $4,636 | $176,402-97.4% | $134,162-96.5% | $158,982-97.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.28% | 63.66%-54.4pp | 36.35%-27.1pp | 302.99%-293.7pp |
| Employer contribution / active EE | $964 | $5,042-80.9% | $3,705-74.0% | $4,763-79.8% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32 | $8,719-99.6% | $6,685-99.5% | $11,252-99.7% |