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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 | $18,284 | $165,939-89.0% | $122,354-85.1% | $147,586-87.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.09% | 34.56%-25.5pp | 30.28%-21.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $227 | $5,754-96.1% | $4,051-94.4% | $4,876-95.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |