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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 | $4,592 | $58,828-92.2% | $78,002-94.1% | $62,881-92.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.52% | 17.16%-10.6pp | 425.99%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,273 | $1,672+36.0% | $2,470-8.0% | $2,281-0.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |