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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 | $4,769 | $90,486-94.7% | $78,676-93.9% | $273,972-98.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.42% | 75.62%-66.2pp | 62.19%-52.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $918 | $3,175-71.1% | $2,850-67.8% | $4,869-81.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |