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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 | $5,877 | $69,977-91.6% | $108,582-94.6% | $62,881-90.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 23.93% | 10.73%+13.2pp | -51.70%+75.6pp | 20.14%+3.8pp |
| Employer contribution / active EE | $1,200 | $2,135-43.8% | $3,758-68.1% | $2,281-47.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |