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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 | $17,345 | $176,402-90.2% | $134,162-87.1% | $158,982-89.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.96% | 63.66%-50.7pp | 36.35%-23.4pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,373 | $5,042-72.8% | $3,705-62.9% | $4,763-71.2% |
| Participant deferral / active EE | $2,947 | $4,093-28.0% | $3,500-15.8% | $5,983-50.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |