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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 | $673 | $88,754-99.2% | $81,820-99.2% | $145,877-99.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.48% | 1031.77%-1016.3pp | 777.93%-762.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,461 | $4,648-68.6% | $4,323-66.2% | $6,691-78.2% |
| Admin fee / account holder | $207 | $8,424-97.5% | $7,391-97.2% | $13,402-98.5% |