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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 | $25,674 | $82,028-68.7% | $123,105-79.1% | $59,633-56.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 59.95% | 5.12%+54.8pp | 13.22%+46.7pp | 2041.45%-1981.5pp |
| Employer contribution / active EE | $2,983 | $3,297-9.5% | $5,151-42.1% | $2,203+35.5% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $154 | $5,879-97.4% | $9,014-98.3% | $4,297-96.4% |