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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 | $3,943 | $133,998-97.1% | $112,263-96.5% | $134,545-97.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 9.49% | 47.17%-37.7pp | 27.49%-18.0pp | 418.37%-408.9pp |
| Employer contribution / active EE | $1,688 | $4,040-58.2% | $3,636-53.6% | $4,742-64.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |