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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 | $4,232 | $127,790-96.7% | $106,554-96.0% | $167,553-97.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.13% | 33.88%-23.8pp | 26.80%-16.7pp | 478.89%-468.8pp |
| Employer contribution / active EE | $1,391 | $3,427-59.4% | $2,819-50.6% | $4,840-71.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $296 | $11,231-97.4% | $7,408-96.0% | $12,316-97.6% |