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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 | $17,646 | $78,694-77.6% | $67,652-73.9% | $125,389-85.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.08% | 9.46%-9.5pp | 6625.40%-6625.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,007 | $3,044-66.9% | $2,266-55.6% | $4,866-79.3% |
| Participant deferral / active EE | $5,398 | $4,292+25.8% | $3,560+51.6% | $5,352+0.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |