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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 | $4,968 | $65,361-92.4% | $92,903-94.7% | $72,983-93.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.93% | 42.11%-25.2pp | 109.43%-92.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $1,510 | $2,594-41.8% | $3,653-58.7% | $2,440-38.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $130 | $4,251-96.9% | $5,795-97.8% | $5,124-97.5% |