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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 | $21,131 | $116,203-81.8% | $93,621-77.4% | $152,909-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 11.63% | 35.96%-24.3pp | 32.76%-21.1pp | 345.46%-333.8pp |
| Employer contribution / active EE | $1,111 | $3,219-65.5% | $2,719-59.1% | $4,764-76.7% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $195 | $10,751-98.2% | $7,890-97.5% | $11,601-98.3% |