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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 | $3,864 | $106,905-96.4% | $84,020-95.4% | $152,885-97.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.45% | 105.00%-87.5pp | 71.31%-53.9pp | 345.39%-327.9pp |
| Employer contribution / active EE | $1,573 | $2,735-42.5% | $1,984-20.7% | $4,763-67.0% |
| Participant deferral / active EE | $1,476 | $4,012-63.2% | $3,239-54.4% | $5,851-74.8% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |