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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 | $15,053 | $75,183-80.0% | $123,894-87.8% | $55,167-72.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 134.17% | 19.01%+115.2pp | 47.52%+86.7pp | 169.23%-35.1pp |
| Employer contribution / active EE | $728 | $2,823-74.2% | $4,617-84.2% | $1,963-62.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $159 | $663-76.0% | $8,357-98.1% | $504-68.4% |