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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 | $2,701 | $103,008-97.4% | $90,304-97.0% | $152,897-98.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.07% | 95.22%-76.2pp | 78.13%-59.1pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,050 | $3,139-66.5% | $2,855-63.2% | $4,764-77.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $204 | $6,175-96.7% | $5,354-96.2% | $11,599-98.2% |