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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 | $6,649 | $78,694-91.6% | $67,652-90.2% | $125,389-94.7% |
| Participation rate | 93.8% | 78.8%+14.9pp | 75.7%+18.1pp | 83.2%+10.6pp |
| Annual return | 3.80% | 9.46%-5.7pp | 6625.40%-6621.6pp | 282.24%-278.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |