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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 | $9,147 | $157,296-94.2% | $141,191-93.5% | $152,897-94.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.77% | 64.34%-49.6pp | 71.41%-56.6pp | 345.43%-330.7pp |
| Employer contribution / active EE | $1,700 | $5,262-67.7% | $4,736-64.1% | $4,764-64.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $77 | $12,125-99.4% | $10,264-99.2% | $11,599-99.3% |