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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 | $4,958 | $115,814-95.7% | $101,275-95.1% | $158,982-96.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 8.42% | 56.16%-47.7pp | 46.48%-38.1pp | 302.99%-294.6pp |
| Employer contribution / active EE | $2,595 | $4,176-37.9% | $3,660-29.1% | $4,763-45.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |