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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 | $4,810 | $84,236-94.3% | $170,435-97.2% | $70,126-93.1% |
| Participation rate | 97.0% | 70.8%+26.1pp | 83.6%+13.4pp | 69.5%+27.4pp |
| Annual return | 22.45% | 23.06%-0.6pp | 205.94%-183.5pp | 73.15%-50.7pp |
| Employer contribution / active EE | $2,430 | $3,387-28.3% | $5,432-55.3% | $2,343+3.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $104 | $5,698-98.2% | $13,881-99.3% | $4,645-97.8% |