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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 | $5,935 | $147,556-96.0% | $129,031-95.4% | $198,609-97.0% |
| Participation rate | 83.3% | 77.2%+6.1pp | 73.4%+10.0pp | 82.4%+1.0pp |
| Annual return | 13.06% | 37.41%-24.3pp | 34.67%-21.6pp | 202.70%-189.6pp |
| Employer contribution / active EE | $1,027 | $3,645-71.8% | $3,226-68.2% | $5,055-79.7% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $176 | $15,467-98.9% | $13,208-98.7% | $19,030-99.1% |