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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 | $3,292 | $125,797-97.4% | $170,057-98.1% | $75,177-95.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.83% | 27.20%-5.4pp | 53.42%-31.6pp | 160.75%-138.9pp |
| Employer contribution / active EE | $1,800 | $4,616-61.0% | $6,790-73.5% | $2,671-32.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6 | $8,177-99.9% | $12,826-100.0% | $5,651-99.9% |