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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 | $5,376 | $81,643-93.4% | $70,462-92.4% | $158,950-96.6% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 10.99% | 208.51%-197.5pp | 109.08%-98.1pp | 302.91%-291.9pp |
| Employer contribution / active EE | $498 | $3,218-84.5% | $2,737-81.8% | $4,762-89.5% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $64 | $6,194-99.0% | $3,845-98.3% | $11,248-99.4% |