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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 | $9,325 | $51,638-81.9% | $129,406-92.8% | $80,959-88.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 15.40% | 20.78%-5.4pp | 9468.18%-9452.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $619 | $1,584-60.9% | $4,155-85.1% | $2,757-77.6% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $265 | $4,313-93.9% | $7,689-96.6% | $6,925-96.2% |