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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 | $13,475 | $77,157-82.5% | $108,405-87.6% | $85,847-84.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.47% | 44.55%-26.1pp | 905.55%-887.1pp | 318.61%-300.1pp |
| Employer contribution / active EE | $723 | $2,379-69.6% | $3,559-79.7% | $2,565-71.8% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10 | $5,174-99.8% | $7,297-99.9% | $6,261-99.8% |