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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 | $4,925 | $77,419-93.6% | $69,461-92.9% | $152,885-96.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 14.42% | 39.07%-24.7pp | 28.97%-14.6pp | 345.39%-331.0pp |
| Employer contribution / active EE | $922 | $3,315-72.2% | $2,779-66.8% | $4,763-80.6% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $66 | $6,207-98.9% | $3,840-98.3% | $11,598-99.4% |