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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 | $1,855 | $91,198-98.0% | $178,503-99.0% | $79,856-97.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.65% | 24.20%-3.5pp | 151.12%-130.5pp | 31.71%-11.1pp |
| Employer contribution / active EE | $676 | $3,257-79.2% | $5,011-86.5% | $2,471-72.7% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $61 | $6,748-99.1% | $13,987-99.6% | $5,306-98.9% |