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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 | $2,624 | $93,346-97.2% | $71,796-96.3% | $273,972-99.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.27% | 130.39%-118.1pp | 78.04%-65.8pp | 41.46%-29.2pp |
| Employer contribution / active EE | $890 | $2,733-67.4% | $1,924-53.7% | $4,869-81.7% |
| Participant deferral / active EE | $1,091 | $3,475-68.6% | $2,794-61.0% | $5,287-79.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |