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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 | $17,621 | $56,197-68.6% | $67,652-74.0% | $59,633-70.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.35% | 18508.10%-18505.8pp | 6625.40%-6623.1pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $1,974 | $1,615+22.2% | $2,266-12.9% | $2,203-10.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $205 | $3,958-94.8% | $4,821-95.7% | $4,297-95.2% |