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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 | $6,887 | $39,798-82.7% | $67,704-89.8% | $59,633-88.5% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 11.47% | 89.94%-78.5pp | 25.41%-13.9pp | 2041.45%-2030.0pp |
| Employer contribution / active EE | $397 | $1,393-71.5% | $2,559-84.5% | $2,203-82.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $112 | $3,212-96.5% | $4,255-97.4% | $4,297-97.4% |